Matthews Financial and Insurance Solutions

Matthews Financial and Insurance Solutions Matthews Financial & Insurance Solutions is an insurance and Retirement Planning firm. We provide, life, health, income protection and long term care insurance.

Matthews Financial & Insurance Solutions is insurance and retirement planning firm located in the San Francisco Bay area. We also; provide retirement planning for individuals and small businesses

Such an honor and blessing to celebrate my mother's 75th birthday. It's crazy to think about my father only went around ...
08/30/2026

Such an honor and blessing to celebrate my mother's 75th birthday. It's crazy to think about my father only went around this Earth for 65 years. Now my mother has been around 75. I hope this is not the last celebration of her life.

I took her to Board & Brush Walnut Creek CA and then to CHÂTEAU. We had a fantastic time.

08/27/2026

Explore the next chapter you get to author.

08/21/2026

Control your taxation with a lump sum payout, offering flexibility. A guaranteed income stream from your employer plan has less tax flexibility. Be cautious about pension funding and government guarantees.

08/20/2026

The shift from pensions changed the story.

08/20/2026

Retirement pensions can be complex. Should you take a lump sum or a guaranteed monthly payment? Financial advisor Jason Mathews breaks down the pros and cons, including flexibility, investment management, and crucial tax considerations. Understand your plan rules to make the best choice for your future.

08/19/2026

Understanding your pension plan rules is key. Some offer lump sum payouts, while others guarantee income for life. Explore your options within those plans.

08/18/2026

Did you know your pension plan might not pay out to your beneficiaries if you pass away soon after retirement? A lump sum offers a different path, allowing your designated beneficiaries to inherit residual income. Plan wisely for their future.

08/16/2026

As the week begins on Wall Street, the opening bell is set to ring. We'll keep an eye on this developing story. The Oakland Estuary is currently under gray skies.

08/15/2026

Concerns are rising about how inflation is being counted, potentially extending its impact. We can't rely on Congress acting early, so we must plan our lives accordingly. Expect decisions at the last minute.

08/14/2026

Social Security has always paid out what it takes in, meaning current workers fund current retirees. With fewer people having children, less money goes into the system. If nothing changes, a drastic cut to benefits could impact millions of retirees who rely on it as their primary income.

Address

2100 Embarcadero #105
Oakland, CA
94606

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 6pm
Sunday 8am - 8pm

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