If you look at how the S&P 500 closed September (~4300) vs how it closed July of 2021 (4417), you'll notice that not only did the market not really move, it actually went backwards.  If you're concerned about how two years of no returns in the market could affect your retirement, John Blanchard offers some insight and possibel alternatives on this episode of the Retirement Roux.

Get to know/ schedule a complimentary appointment with John and the team at https://matthewjames.com/.

If you look at how the S&P 500 closed September (~4300) vs how it closed July of 2021 (4417), you'll notice that not only did the market not really move, it actually went backwards.  If you're concerned about how two years of no returns in the market could affect your retirement, John Blanchard offers some insight and possibel alternatives on this episode of the Retirement Roux. Get to know/ schedule a complimentary appointment with John and the team at <a href="https://matthewjames.com/">https://matthewjames.com/</a>.

Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.

Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement. Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement. Questions about your retirement? Reach out to the team at Matthew James Tax &amp; Wealth Management by calling 337-366-8366 or head over to www.MatthewJames.com.

The Retirement Roux

Just like how a roux is the essential base for many iconic Cajun and Creole dishes, a proper plan is essential for a healthy retirement.  Join "Acadiana's Retirement Strategist" John Blanchard as he discusses concepts on how to set yourself up for a financially bulletproof retirement.

Questions about your retirement?  Reach out to the team at Matthew James Tax & Wealth Management by calling 337-366-8366 or head over to MatthewJames.com.

If you look at how the S&P 500 closed September (~4300) vs how it closed July of 2021 (4417), you'll notice that not only did the market not really move, it actually went backwards.  If you're concerned about how two years of no returns in...

What To Do In A Flat Market

If you feel like your portfolios haven't been growing in the same way the market has recently, it might be due to excessive fees you're paying, but it's not to say they're all unnecessary. John sits down and tells us what to look out for on this episode of The Retirement Roux.

Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!

If you feel like your portfolios haven't been growing in the same way the market has recently, it might be due to excessive fees you're paying, but it's not to say they're all unnecessary. John sits down and tells us what to look out for on this episode of The Retirement Roux.
Like what you hear? Get a second opinion on your current retirement plan by contacting <a href="https://bit.ly/4dcOOtC">Matthew James Tax and Wealth Management</a> today!

The Good, Bad, And Ugly When It Comes to Fees in Retirement

Is is the balance in your nest egg?  How about market returns, tax rates or something else?  John talks about what's truly important when\ it comes to your financial well-being on this episode of The Retirement Roux.

Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!

Is is the balance in your nest egg?  How about market returns, tax rates or something else?  John talks about what's truly important when\ it comes to your financial well-being on this episode of The Retirement Roux.
Like what you hear? Get a second opinion on your current retirement plan by contacting <a href="https://bit.ly/4dcOOtC">Matthew James Tax and Wealth Management</a> today!

What Number Should You Be Focusing On In Retirement?

Some economists are calling for the elimination of IRAs and 401(K)s, a tax-deferred benefit that many contributors currently enjoy with their retirement plan. While this is just a thought right now, it does inspire the question: is there a more tax-savvy way to save for my retirement?  John discusses this and more on this episode of The Retirement Roux.

Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!

Some economists are calling for the elimination of IRAs and 401(K)s, a tax-deferred benefit that many contributors currently enjoy with their retirement plan. While this is just a thought right now, it does inspire the question: is there a more tax-savvy way to save for my retirement?  John discusses this and more on this episode of The Retirement Roux.
Like what you hear? Get a second opinion on your current retirement plan by contacting <a href="https://bit.ly/4dcOOtC">Matthew James Tax and Wealth Management</a> today!

What To Do In A Flat Market

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