Matson Retirement Planning

05/29/2026

Today is National 529 Saving Day!

What is a 529 plan?
A. A plan operated by a state or educational institution, with tax advantages and potentially other incentives to make it easier to save for college and other post-secondary training, or for tuition in connection with enrollment or attendance at an elementary or secondary public, private, or religious school for a designated beneficiary, such as a child or grandchild.

Q. What is the main advantage of a typical 529 plan?
A. Earnings are not subject to federal tax and generally not subject to state tax when used for the qualified education expenses of the designated beneficiary, such as tuition, fees, books, as well as room and board at an eligible education institution and tuition at elementary or secondary schools. Contributions to a 529 plan, however, are not deductible.

Need help looking at 529 options? Call us at (740) 454-7646 to set up your complementary consultation.

05/25/2026

05/23/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

05/19/2026

Money and mental health are more connected than we often realize. Stress about bills, debt, or even keeping track of accounts can take a toll.

During Mental Health Awareness Month, it's a good time to pause and check in with yourself. Sometimes, even one small financial step—like reviewing an account balance or setting up an automatic payment—might help manage your stress and bring a sense of control.

And remember: if you're struggling with mental health, reaching out to a trusted professional or support resource can make a difference.

05/16/2026

Does your teen need to find community service opportunities this summer? Check out the Gleaner Give and Grow program! Gleaner members can apply for a mini-grant for a project to benefit the community.
Learn more here: https://www.gleanerlife.org/giving-back/give-and-grow/

Not a Gleaner Life Insurance member? Call us to learn more at (740) 454-7646.

05/13/2026

That yellow section? That's money you never saved, your money made it for you.

This is compound interest in action. Start with $1,000/year at a hypothetical 5 percent return, and by year 30, you've built nearly $70,000. But the real story is the yellow: Interest earning interest.

Year 1: almost no interest at all.
Year 30: the interest on your interest alone might cover a year of car payments (or more).

You don't need to invest more. You need to stay focused on your strategy. What's one financial habit you wish you'd started earlier? Drop it below. 👇

05/10/2026

Thank you, Moms!

05/09/2026

Congratulations area Graduates! 🎓🥳

Graduation marks both a conclusion and a fresh start. As you receive your diploma, you're embarking on a new journey. Whatever opportunities you choose or roads you explore, you'll carry your knowledge with you. The successes you are celebrating today will pave the way for future triumphs.

Whether you are continuing your education or are searching for your post-grad job, starting your financial plan with clear goals is one of the best things you can do. With the power of compounding, time is on your side; you make a huge impact for your future if you start now.

Need help? Call us at (740) 454-7646.
www.matsonretirementplanning.com

05/08/2026

Congratulations to our client Gavin Phelps on winning a Gleaner Life Insurance Society school scholarship! Gavin is graduating from Pickerington Central High School and plans to attend Ohio University.

05/07/2026

Every earnings season is different, but the influence of a handful of companies is undeniable.

05/06/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.