MATTHEW JAMES Tax & Wealth Management

12/26/2025

We will be out of office December 29–30. We remain available by phone and email.
Office will be closed Dec 31 & Jan 1. Wishing you a happy and prosperous New Year.

12/23/2025

Our office will be closed December 24–25 in observance of Christmas.

Wishing you and your family a wonderful holiday season.

11/26/2025

Our holiday hours:

EMAIL & CALLS ONLY:
Wednesday, Nov 26

OFFICE CLOSED:
Thursday, Nov 27
Friday, Nov 28

10/01/2025

Retirement scams are everywhere.
A few simple steps can go a long way in safeguarding your retirement.
Read our blog for a few ways to get started.

https://matthewjames.com/retirement-scams-are-getting-smarter-heres-how-to-outsmart-them/

09/29/2025

Retirement shouldn’t mean higher taxes.

Learn how Roth conversions can slash what you owe and help supercharge tax-free income.

🎙️ New episode of Retirement Roux™...

Think Roth conversions are only for people still working? Think again. Retirees can still use this powerful strategy to slash taxes and create more tax-free ...

09/23/2025

Have the hard conversations.
Teach them!
Wealth Management and Legacy Planning with team at Matthew James.
Visit our website to start today.
https://matthewjames.com/legacy-planning-without-the-lectures-how-to-pass-on-wealth-and-wisdom/

09/17/2025

🎧 The #1 question in retirement: “Am I taking out too much?”

The 4% rule won’t give you the answer. In this episode of Retirement Roux™, we reveal smarter ways to plan withdrawals that actually fit today’s reality.

Discover what actually works...

The old 4% rule was once the gold standard for retirement withdrawals. But today, the landscape looks very different. The creator of the rule has since updat...

09/10/2025

🎧 Social Security is a lifeline—but it was never meant to be your entire retirement plan.

In this Retirement Roux™ podcast episode, we unpack why relying on it alone could leave you short…and the smarter income strategies you can use to protect your future.

Spend 6 minutes now. Thank yourself later.

Social Security is a lifeline for millions of retirees—but is it enough to support your retirement lifestyle? In this episode, we break down:✅ Why 88% of Ame...

09/08/2025

Retiring early?
Let's break down potential hidden costs.
Read more on our latest blog post: https://matthewjames.com/the-hidden-cost-of-early-retirement-what-leaving-the-workforce-really-means/

09/01/2025

Our offices will be closed for Labor Day, Monday September 01, 2025. Take time to rest, visit, and refresh.

https://matthewjames.com

08/26/2025

AI - it's the latest buzzword.
What about my retirement?
Is it a good thing? Should I be worried?
Read our blog to learn more about ways AI is being used in financial and retirement planning.
https://matthewjames.com/how-ai-is-reshaping-retirement-planning-what-smart-retirees-need-to-know-now/

08/20/2025

Have you heard our latest podcast?
It's live now on our website: https://matthewjames.com/radio/

OR catch all past episodes on Spotify: https://open.spotify.com/episode/6IcwV1WXbGWzTVJmI3ecS8