Morning Mix


Mattson Financial: Why tax planning for retirement is important

Posted at 10:49 AM, Oct 20, 2021
and last updated 2021-10-20 11:32:59-04

Taxes are a topic that piques everyone's interest, especially for those nearing retirement. One misstep in tax planning can be the difference between retiring comfortably and not retiring at all.

Gary Mattson and Laurel Steward, the father-daughter team from Mattson Financial Services, discuss why taxes should be something to focus on year-round, and the right steps to take for a comfortable retirement.

To learn more about putting yourself in a position to retire wealthier, Mattson Financial has a great offer. For the first five callers that have saved $250,000 or more who are retired or nearing retirement, Mattson Financial is offering a complimentary full-blown retirement plan. They'll sit down with you and provide a roadmap analyzing where you are financially, discuss where you want to be during retirement, and the steps you can take to get there.

Call (616)-514-3831 to take advantage of this offer. Or learn more by visiting

The segment is sponsored by Mattson Financial.