Matthews Financial Services

Matthews Financial Services Our end goal is to provide you with a “worry free” retirement. Securities offered through World Equity Group Member of FINRA|SIPC.

Investment advisory services offered through Triumph Wealth Advisors, Inc., an SEC-registered investment advisor. Securities Offered Through TCM Securities, Inc., Member of FINRA/ SIPC

Advisory Services offered through Triumph Wealth Advisors, Inc. 2230 Towne Lake Pkwy Bldg 800 Ste. 130, GA 30189

2625 N. Josey Lane | Suite 101 | Carrollton, TX 75007

Over the years, we have found that a consulta

tive approach can be an effective method to help our professional clients who have specific unique planing needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Knowing the specific challenges professionals can encounter along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please call our office. We would enjoy speaking with you.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
01/23/2025

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

The December 2024 CPI report reveals crucial insights into inflation trends, offering a snapshot of the economic landsca...
01/21/2025

The December 2024 CPI report reveals crucial insights into inflation trends, offering a snapshot of the economic landscape as we head into 2025.



Some key takeaways:

Inflation Trends: The report highlights a moderate increase in consumer prices, reflecting ongoing economic adjustments.
Economic Impact: These changes can influence everything from interest rates to consumer purchasing power, affecting financial planning strategies.
Policy Considerations: As policymakers analyze these trends, potential adjustments could shape economic policies in the coming months.



Stay informed on how these developments may influence your financial decisions and economic outlook.

The consumer price index was expected to rise 0.3% in December and show an annual inflation rate of 2.9%.

Facing divorce? Don't overlook changes to your insurance coverage.
01/21/2025

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

The IRS has announced an increase in retirement contribution limits for 2025, offering new opportunities for savers. 💼- ...
01/17/2025

The IRS has announced an increase in retirement contribution limits for 2025, offering new opportunities for savers. 💼

- Increased Limits: Higher contribution limits allow individuals to boost their retirement savings and take advantage of tax benefits.
- Financial Planning: This change presents an opportunity to reassess and enhance your retirement savings strategy.
- Tax Advantages: Maximizing contributions can provide significant tax savings and improve long-term financial security.

Curious about what this may mean for you? We are here to talk about how these new contribution limits may impact your savings strategy.


Source:

The IRS has announced the cost‑of‑living adjustments for pension plans and other retirement-related items for tax year 2025.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.
01/16/2025

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
01/14/2025

is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
01/09/2025

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

💼 Job Market Snapshot:Latest unemployment claims hit the lowest level since March at 211,000, with total benefits recipi...
01/08/2025

💼 Job Market Snapshot:
Latest unemployment claims hit the lowest level since March at 211,000, with total benefits recipients down to 1.84 million.



The Story Behind the Numbers:
* Monthly job creation holding steady at 180,000 (2024 average)
* Unemployment rate: 4.2%
* Expected December job additions: 160,000



What's Ahead?
The Federal Reserve's recent rate decisions and inflation trends continue shaping employment dynamics. Mark your calendar: December's full employment report drops on January 10th. 🗓️

The number of Americans applying for unemployment checks dropped last week to the lowest level since March, suggesting that most workers enjoy unusual job security

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights break...
01/08/2025

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights breaks down what drove performance and what investors are watching in 2025.

Quarterly Market Insights | January 2025 U.S. Markets Stocks posted solid gains in Q4 as investors navigated the presidential election, overseas unrest, and Fed rate cuts. The Standard & Poor’s 500 Index rose 2.07 percent, while the Nasdaq Composite surged 6.17 percent. By contrast, the Dow Jones ...

What did it take to become the richest man in Babylon?
01/07/2025

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

✈️ Important Travel Update: New Entry Requirements for UK & Europe 2025 Starting January 8, all U.S. travelers to the UK...
01/06/2025

✈️ Important Travel Update: New Entry Requirements for UK & Europe 2025



Starting January 8, all U.S. travelers to the UK must obtain an Electronic Travel Authorization (ETA)—a quick £10 process that grants two years of entry access. The application process is simple and can be completed using the official app or website. Decisions are typically made within hours.



Pro tip: The UK and EU systems are separate, with Europe launching its own ETIAS system in mid-2025. Apply before booking to ensure smooth travels. 🌍



What you'll need:
Your passport, a photo, and payment method. Even transit passengers and children require authorization.

Americans planning to travel to the UK and other EU countries must request authorization before arriving.

The Federal Reserve cut rates by 0.25%, bringing the target range to 4.25-4.5%. While markets anticipated this move, wha...
01/02/2025

The Federal Reserve cut rates by 0.25%, bringing the target range to 4.25-4.5%. While markets anticipated this move, what's particularly interesting is the Fed's signal of fewer rate cuts ahead than previously expected.

A few key takeaways from Chair Powell's announcement:

- The Fed has now reduced rates by a full percentage point from peak levels
- Economic growth projections for the year were actually raised to 2.5%
- Only two more cuts are expected in 2025, half of what was projected in September

As we look ahead to 2025, the Fed's cautious approach to future rate reductions suggests a continued focus on balanced economic growth and price stability. 💫

The Federal Reserve on Wednesday announced its decision on interest rates.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
01/02/2025

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
12/31/2024

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
12/26/2024

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
12/24/2024

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Want to know what's really driving prices in 2024? Here's what today's inflation report reveals: 🌟While overall consumer...
12/19/2024

Want to know what's really driving prices in 2024? Here's what today's inflation report reveals: 🌟

While overall consumer prices saw their biggest monthly jump since April, there are some surprising shifts beneath the surface. Hotel stays and food costs are key drivers right now, with egg prices surging 8.2% due to avian flu concerns.

But it's not all price increases - cereal and bakery products just recorded their largest price drop in over 30 years.

The housing market brings encouraging signs: rental costs are rising at the slowest rate since summer 2021. These varying trends show how economic forces affect different parts of our daily lives in unique ways.

Understanding these patterns helps make more informed financial decisions. 💡


Source:

U.S. consumer prices increased in November by the most in seven months, but the Federal Reserve was still expected to deliver a third consecutive interest rate cut next week to support a labor market that has been cooling.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
12/19/2024

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

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Carrollton, TX
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+19722427351

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Securities Offered Through World Equity Group, Inc., member of FINRA/ SIPC, a Registered Investment Adviser Investment Advisory Services offered through Triumph Wealth Advisors, Inc. 2230 Towne Lake Pkwy Bldg 800 Ste. 130, GA 30189

Matthews Financial Services and Triumph Wealth Advisers, Inc. are separate entities and are not owned or controlled by World Equity Group, Inc. 2625 N. Josey Lane | Suite 101 | Carrollton, TX 75007 Over the years, we have found that a consultative approach can be an effective method to help our professional clients who have specific unique planing needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to ex*****on to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Knowing the specific challenges professionals can encounter along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please call our office. We would enjoy speaking with you.