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Advice. Guidance. Direction. If you're on the Michael Matheson Blog, you've come to the right place. Follow my blog and find the resources and information you need to learn about various financial topics and tools. Don't be afraid to ask questions. I'm always open to guiding individuals in the right direction. 


Monday, May 11, 2026

In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before trying something new and stay the course. Applying lessons from the golf course to your financial life...

Friday, May 8, 2026

During this video replay, the M2 Financial Group team, alongside Michael McNurney, Client Portfolio Manager & Executive Director, Investment Strategist at Janus Henderson Investors, give their perspectives in a Market Update Webinar....

Monday, April 13, 2026

Discover how Social Security taxation works, how income affects benefits, and what retirees need to consider when planning for taxes.

Monday, March 23, 2026

A financial professional can help you discuss inheritance, build trust, and preserve your family’s legacy for generations.

Monday, March 9, 2026

Explore tax-efficient strategies for wealthy retirees, including Roth conversions, trusts, estate planning, and charitable giving.

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Monday, February 23, 2026

Tax planning is a crucial component of personal finance and a vital component of your overall financial planning. Failing to consider tax planning could result in missed opportunities for tax savings and other tax opportunities. When...

Wednesday, February 11, 2026

// During this video replay, the M2 Financial Group team shares perspectives on the economic and market outlook for 2026, along with strategies to help you make informed decisions in a changing financial landscape. Whether you’re a...

Monday, February 2, 2026

Just as a winning team meticulously plans its Super Bowl plays, individuals and families may benefit from developing a comprehensive plan for their estate. Estate planning isn't just for the wealthy. Estate planning is a strategic move...

Tuesday, December 23, 2025

M2 Holiday Letter 2025

Friday, September 5, 2025

Are you a football fan? If so, you understand the significance of an audible call at the line of scrimmage and how sometimes you are also forced to call an audible in life. Modern football has evolved since the late 19th century when...

Thursday, August 7, 2025

As we cross the halfway point of 2025, it’s a crucial time to reflect on the year so far and reassess what may lie ahead. In our latest webinar, our team at M2 Financial Group dives into the major themes shaping markets and portfolios...

Monday, December 2, 2024

Hello! Welcome to the M2 Financial Group Year End Letter 2024 – hosted by Michael Matheson! As we wrap up 2024, I want to take a moment to thank you for allowing M2 Financial Group to be a part of your journey. This year has been one...

Wednesday, September 18, 2024

It's easy to imagine yourself relaxing in a vacation home, soaking up the sun and making pretty awesome memories. But before you dive into buying one, there are some important questions to consider. Today we’ll take a look at 5 key...

Monday, August 5, 2024

The cost of raising a child in this day and age is no small feat. According to a recent study, middle-income families can expect to shell out around $310,000 by the time their child turns 17. To put that into perspective, the median...

Wednesday, July 17, 2024

You’ve worked hard, saved as you were advised, and maybe even built a successful business of your own. Now you have a significant amount of wealth, way to go! But hold on a minute, while financial security is a dream come true, it also...

Wednesday, June 26, 2024

Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have...

Friday, June 21, 2024

In this seminar on cybersecurity, Michael Terry covers a wide range of topics, including protecting sensitive information, identifying and avoiding cyber attacks and scams, and securing accounts.

Tuesday, June 11, 2024

The loss of a loved one is a deeply personal and difficult experience. Here at M2 Financial, we understand that amidst the grief, there are practical financial matters that need attention. Our checklist can serve as a guide to help you and

Wednesday, May 8, 2024

Retirement isn't just about rocking chairs and early bird specials anymore. Many people use it to travel, volunteer, or even start a new business! But there are some surprising facts you might not know: Retirement Age Isn't Set in...

Tuesday, December 19, 2023

M2 Christmas Letter 2023

Wednesday, October 25, 2023

There’s no denying we live in a world where tragic headlines seem to occur daily. From floods, earthquakes, and devastating wildfires to inflation, political discord, and world hunger, the bad news can be hard to stomach some...

Monday, July 3, 2023

Happy 4th of July 2023 from the M2 Financial Group Team

Monday, March 13, 2023

First Trust Economics Blog regarding recent events and the Silcon Valley Bank Collapse

Thursday, February 9, 2023

Happy 2022 tax return time! By now, many of your tax forms are trickling in and you may find yourself wondering if you have everything. We’ve put together a handy checklist of items you may need for filing your 2022 taxes.We also...

Thursday, May 30, 2019

Throughout history people have made inheritance choices that are inexplicable to others. In 1926, Harry Houdini left his magical equipment to his brother, his pulled-from-the-hat rabbits to the children of friends, and a series of...

Friday, November 6, 2015

What to Look for in a Long-Term Care Policy Tip: How Old Are You? Age makes a difference in the cost of a long-term care policy. Generally, the older you are when you purchase a policy, the higher you can expect the premiums to be....

Thursday, November 5, 2015

Understanding Long-Term Care Tip: Won’t Medicare Pay for It? After a three–day hospital stay, Medicare will cover the first 20 days in a skilled nursing care facility completely. For the next 80 days, it will cover all but $157.50 per...

Wednesday, November 4, 2015

Healthcare. Retirement. Those may be two of the most stressful words in the English language today. Especially when you include them both in the same sentence. For instance, a married couple that saves $326,000 has a 90 percent chance...