Matt Klein

Financial Planner

[Matt Klein @MattKleinAdvice]

Did you know that even with targeted inflation at 2-3%, your retirement savings could be cut in half over the course of 20-25 years? Don't let rising costs catch you off guard. Keep an eye on vacation costs, food, gas and other essentials! #RetirementPlanning #Finance #Inflation

[Matt Klein @MattKleinAdvice]

Attention all Americans! Come January 1st, 2026, we'll be sunsetting back to 2017 tax brackets, aka higher taxes. But fear not, the retirement crisis can be avoided with the help of a financial services professional who will keep your best interests in mind! #Retirement #Taxes

[Matt Klein @MattKleinAdvice]

Retirement planning? Don't wait until it's too late! Review your living expenses and finances now with a financial advisor! After five years, reassess and ensure your retirement income is on track! Let's plan for your golden years together! #retirementplanning #socialsecurity

[Matt Klein @MattKleinAdvice]

Want to contribute to a Roth IRA, but your income exceeds the limit? No worries, you can still do it through backdoor contributions! Multiple retirement accounts? No problem, there are other strategies you can use too. Don't miss out on the benefits of a Roth IRA! #RothIRA

[Matt Klein @MattKleinAdvice]

Roth IRAs are a great tool, but they do have income limits for contributions. Don't worry, there are strategies like conversions and rollovers to work around this. But remember, don't put all your eggs in one basket! #retirementplanning #wealthmanagement #financialadvice #RothIRA

[Matt Klein @MattKleinAdvice]

Don't let your retirement savings become ticking tax time bombs ⏰💣💸 Transfer your money to a Roth IRA now and enjoy tax-free withdrawals in the future! Why pay more taxes later when you can pay less now? 😎 #RetirementPlanning  #RothIRA #financialadvice

[Matt Klein @MattKleinAdvice]

Thinking about retirement? 🤔🌴 Whether you're 10, 5, or 1 year out, it's never too early to start planning! 💸📈 Check out these expert tips on how to prepare for life's next big milestone. 🎉 #retirementplanning #financialadvice

[Matt Klein @MattKleinAdvice]

Analyzing your portfolio is key before heading into retirement! Make sure to locate all your accounts and identify what you have. If you're 10 years away from retiring, start reviewing now! At retirement, don't assume you'll need less than what you're earning now. #retirement

[Matt Klein @MattKleinAdvice]

Want to move money into a Roth account? Be smart about it! Avoid higher tax brackets and penalties with these quick tips. #RetirementPlanning #Finance

[Matt Klein @MattKleinAdvice]

The catastrophic consequences of breaching our debt ceiling are beyond imagination. The world currency, the US dollar, could be in jeopardy and interest rates could stay high indefinitely. Are we really prepared to play a dangerous game? #DebtCeiling #Politics #NationalDebt

[Matt Klein @MattKleinAdvice]

Retirement isn't always what we expect. Many retirees hope to spend more time with loved ones, but it doesn't always work out that way. Did you know that 3 out of 5 people list spending time with family and friends as a top priority in retirement? #RetirementPlanning #finance

[Matt Klein @MattKleinAdvice]

Say goodbye to expensive hospital visits, and hello to affordable home healthcare! Experts predict this could revolutionize the healthcare industry. And, for those nearing retirement, it could mean major savings! #AffordableHealthcare #Retirement #Medicine

[Matt Klein @MattKleinAdvice]

Are you ready to boss your retirement? It's not just about finances, but also making lifestyle decisions for a new chapter in life. Prepare yourself emotionally and plan for a different daily routine! Retirement is a huge step, but you got this! #retirementplanning #finance

[Matt Klein @MattKleinAdvice]

Thinking about retirement? 🤔🌴 Whether you're 10, 5, or 1 year out, it's never too early to start planning! 💸📈 Check out these expert tips on how to prepare for life's next big milestone. 🎉 #retirementplanning #finance

[Matt Klein @MattKleinAdvice]

👉Don't wait till retirement to think about taxes! Proper tax planning can help you minimize your tax burden.💰 Use strategies like Roth IRA and tax-free buckets to save big. Start planning now! #RothIRA #RetirementPlanning #Finance

[Matt Klein @MattKleinAdvice]

👩⚕️🚨 Hospitals are facing challenges integrating new technology for in-home care due to logistical issues and different workers involved. But with additional staff and innovative programs, these pains will be worth it! Let's look 10 years down the road! #Healthcare #Technology

[Matt Klein @MattKleinAdvice]

Cutting spending isn't just for politicians anymore! Let's not forget about our retirement plans! Social security is the cornerstone, so start by getting your numbers right! Get a complimentary social security report from us today! #retirementplanning #socialsecurity #finance

[Matt Klein @MattKleinAdvice]

👴👵 Social Security Maximization: The Ultimate Myth Buster 🔍 There's a lot of confusion when it comes to taking Social Security at 62 or delaying it till 70. But don't worry, we've got you covered! Our experts have debunked all the myths! 💰💵 #socialsecurity #financialplanning

[Matt Klein @MattKleinAdvice]

Could the President raise the debt ceiling on his own? Our expert says it's unlikely, but if it did happen, it would be a game-changer. Imagine a world where the President holds all the power to raise the debt ceiling. What do you think? #DebtCeiling #SupremeCourt #SCOTUS

[Matt Klein @MattKleinAdvice]

Think Social Security won't be taxed? Think again! This program established by Franklin Delano Roosevelt now comes with a tax, but hey - the federal government still gives you a nice tax break! Stay informed and don't let taxes catch you off guard! #SocialSecurity #Finance