Money Matters Tax and Financial Services

Money Matters Tax and Financial Services We are an independently-owned tax preparation, retirement planning, and investment management firm founded in 1986 and based in Smithville, MO.

Advisory Services offered through LexAurum Advisors, LLC, an SEC-registered investment advisor.

That moment you realize your side hustle counts as income too đź‘€ Yes, even the money from online sales and freelance gigs...
06/20/2026

That moment you realize your side hustle counts as income too đź‘€
Yes, even the money from online sales and freelance gigs.

Let there be light! Signs are made and will be installed on Friday.
06/19/2026

Let there be light! Signs are made and will be installed on Friday.

Most people have their finances spread everywhere—random bank accounts, old 401(k)s, and no real system. 👉 The result? C...
06/18/2026

Most people have their finances spread everywhere—random bank accounts, old 401(k)s, and no real system.

👉 The result? Confusion, inaction, and missed opportunities.

Here’s how to organize your financial life with a clean, purpose-driven system that actually works 👇

Tired of financial clutter?
Here’s a simple system to organize your money 👇

06/16/2026

“How does a financial advisor justify a 1% fee when you can buy an index fund for almost nothing?”

It’s a fair question. If an advisor’s only role is picking stocks, the fee is hard to defend. But a good advisor provides far more than investment selection — they earn their fee through comprehensive planning and behavioral guidance.

The 1% fee often covers the tangible, measurable areas of financial management, including:

- Tax planning
- Insurance optimization
- Estate coordination
- Cash flow management
- Investment strategy
- Retirement planning

But there’s another piece of the value that doesn’t show up neatly on a spreadsheet until it’s too late: the human factor.

People are biologically wired to be poor investors. Our instincts evolved to protect us from danger, which in the market often translates into panic-selling during downturns. We’re also naturally inclined to follow the crowd, which can lead to buying when prices are already high.

In other words, human behavior pushes investors toward doing the exact opposite of what creates long-term success.

A good advisor helps manage those emotional reactions, providing discipline, perspective, and accountability when emotions threaten to derail a sound financial plan.

When your refund hits and suddenly you’re a financial advisor to your whole friend group. Spend smart, friends.
06/13/2026

When your refund hits and suddenly you’re a financial advisor to your whole friend group.

Spend smart, friends.

06/12/2026

To all of you who joined us yesterday for the ribbon cutting, THANK YOU! It was a great party and thanks to Pizza Shoppe for providing the food! We will post pics soon

🎉 Join us this Thursday, June 11th at 5:30 PM, as we celebrate the ribbon cutting of our new office and the beginning of...
06/10/2026

🎉 Join us this Thursday, June 11th at 5:30 PM, as we celebrate the ribbon cutting of our new office and the beginning of an exciting new chapter!

We'd love for you to help us mark this milestone. There will be food, drinks and ribbons will be cut! Thank you to our clients, partners, and community members who have been part of our journey.

Where:
14903 N Highway 169, Suite 500
Smithville, MO 64089

We are in the walkway between buildings, second door on the left, directly behind Pizza Shoppe.

How do we support those nearing retirement with their wealth management? - Create a personalized roadmap aligned with ...
06/09/2026

How do we support those nearing retirement with their wealth management?

- Create a personalized roadmap aligned with your financial goals
- Strategically allocate assets to diversify and help reduce tax exposure
- Review tax returns and recommend adjustments to improve efficiency

And much more. Contact us today! -->https://moneymatterstax.com/contact-us

POV: You finally open that scary tax letter… and it’s just reminding you about estimated payments. Adulting level: unloc...
06/06/2026

POV: You finally open that scary tax letter… and it’s just reminding you about estimated payments.

Adulting level: unlocked.

Address

14903 N 169 Highway, Suite 500
Smithville, MO
64089

Opening Hours

Tuesday 10am - 4pm
Wednesday 10am - 4pm
Thursday 10am - 4pm

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