Matthew Mattice, CFP®, ChFC®, CLU®

Next Level Planning & Investments
Phone: [phone]
Email: [email protected]

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

Doug Drabik reviews the seriousness of the U.S. debt trajectory while also recognizing that higher-quality fixed income now offers more compelling return potential than it has in many years. https://t.co/rMT2hKwZuY

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful discussions and thorough documentation can help reduce uncertainty for loved ones in the future: https://t.co/nerpWkg6AL

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot. https://t.co/440DoQ1YDi

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can strategize to manage their impact: https://t.co/7Xvpc00kvf

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

Drew O'Neil discusses what to expect with Kevin Warsh's arrival in the Federal Reserve along with his leadership style and influence around policy direction. https://t.co/MLmSSfoPQC

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot. https://t.co/scXpdqUzBj

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

Doug Drabik reviews current market conditions and states that the broader takeaway is straightforward: favorable markets should be used as an opportunity to plan, not as a reason to relax discipline. https://t.co/McCa52UzCY

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits: https://t.co/ZMqk1yyWQU

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot. https://t.co/FgoJfeBthM

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul: https://t.co/BElVQJZyaN

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap: https://t.co/wu5r178ZHX

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

Doug Drabik responds to frequent questions from investors who may place too much emphasis on short-term rate forecasting and not enough emphasis on the purpose of the fixed income allocation. https://t.co/mMeT5duERa

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

Finding purpose later in life – through service, creativity or connection – can be transformative. Becoming a docent is one way to do just that while making a meaningful impact on your community. https://t.co/ha4zR02vBy

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot. https://t.co/uEWT9tWVyg

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place. Learn how to protect yourself and your loved ones: https://t.co/HeZOhrgLbS

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot. https://t.co/QYJ9HEQ9MN

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

Mental health in retirement is just as important as physical health! https://t.co/YkQX0mG22f

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot. https://t.co/CfGiC9vJ5s

[Matthew Mattice, CFP®, ChFC®, CLU® @Tice06]

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term planning when paired w/a 401(k). The average 65-year-old may need $172,000+ for healthcare expenses in retirement, yet many have not planned for this. https://t.co/5j8r9XcD0N