Does Size Matter When It Comes to Choosing a Financial Advisor?

Choosing a financial advisor can feel overwhelming - but does the size of the firm really make a difference? In this episode, Gary Mattson & Laurel Steward of Mattson Financial Services explore the pros and cons of large firms versus smaller independent advisors, what really matters when choosing someone to guide your retirement, and the questions every investor should ask before making a decision.

We also uncover the so-called "Widow Tax" -- a series of financial and tax challenges that can catch surviving spouses by surprise - and discuss strategies that can help families prepare before those difficult transitions occur.

Plus, we break down Wall Street's "dumb money" label and why everyday investors buying market dips may be changing the investing landscape. 

Schedule a time to chat with your Money Mentors about your retirement questions at www.MattsonFinancial.com.