Matthews Financial and Insurance Solutions

Matthews Financial and Insurance Solutions Matthews Financial & Insurance Solutions is an insurance and Retirement Planning firm. We provide, life, health, income protection and long term care insurance.

Matthews Financial & Insurance Solutions is insurance and retirement planning firm located in the San Francisco Bay area. We also; provide retirement planning for individuals and small businesses

06/25/2026

Delaying your Social Security benefits until age 70 unlocks guaranteed annual increases. Learn how this strategy can significantly boost your retirement income.

06/24/2026

This checklist helps you catch blind spots early.

Yesterday, we had the opportunity to participate in the Black Women’s Health Forum and share the importance of including...
06/24/2026

Yesterday, we had the opportunity to participate in the Black Women’s Health Forum and share the importance of including retirement, tax, and legacy planning as part of your overall financial wellness.

A special thank-you to our future CEO, Kai Watts , for helping out at the event, and congratulations to the winner of our charcuterie board raffle!

We appreciated everyone who stopped by our table, completed the Retirement Tax Readiness Worksheet, and took the time to connect with us.

FinancialWellness MatthewsFinancial

06/23/2026

Forget the myth you have to work until 70. This plan covers your retirement wants and luxuries, making your golden years truly enjoyable. Start planning for freedom today.

06/23/2026

Intentions are great. Outcomes matter. Here's what to know.

06/22/2026

Understanding your true retirement age means looking beyond just years. It's about financial stability, factoring in inflation, and navigating taxes. Discover what it really takes to retire comfortably.

06/21/2026

Congress often scrambles to fix Social Security last minute. This video unpacks the history, the challenges, and the tough choices you face about retirement age and your future finances.

06/20/2026

Social Security funds are projected to run out, potentially leading to significant benefit cuts. This video breaks down the history of past shortfalls and how Congress has intervened before.

06/19/2026

A concerning reality is surfacing: all Social Security recipients are projected to face cuts. This is due to the program's reserved funds being depleted. The implications for millions of beneficiaries are significant.

06/18/2026

A potential 20% cut to Social Security benefits could drastically alter retirement incomes. This video breaks down the significant financial impact retirees might face, highlighting the urgency of understanding these changes.

Address

2100 Embarcadero #105
Oakland, CA
94606

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 6pm
Sunday 8am - 8pm

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