Home | Matt Stroud

Personalized Financial Services

Your choice for Financial Services

Learn more

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Learn More

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Learn More

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Learn More

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Learn More

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Learn More

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

Have a Question

Name

Email

Address

Message

Thank you! Oops!