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Mike Matteoni (775) 828-4007

Bob Morales    (775) 825-3001

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Perception vs. Reality The Power of Tax-Deferred Growth Inflation and Your Portfolio It May Be Time for a Financial Checkup

Addressing Today’s Retirement Challenges

Welcome to MC² Wealth Solutions, LLC, where wealth management, investment strategies and retirement planning begins with a short phone conversation with one of our advisors.  We know our clients by name and welcome you to share your questions and concerns, so we can get to know you.

We designed this website for those interested in seeking financial solutions, retirement and tax planning strategies from the beginner investor, too highly complex estates.  We work with individuals, business owners and real estate investors, where we help simplify the process of building and maintaining financial prosperity.

Investing and retirement has vastly changed over the years, particularly since the most recent recession. Your grandparents and parents likely relied on pensions, private savings, and Social Security to create a stable income for retirement. Today, there is an increasing burden on individuals and families to ensure their assets last through their retirement. These changes require new investment strategies. 

In today’s challenging economic environment, it’s critical to have an investment strategy in place, whether for retirement goals, business growth, and tax planning or simply aspiring to capitalize on the investments you have. We strive to provide the investment guidance each client needs, creating personalized strategies, unbiased recommendations, and education on the latest investment opportunities and financial laws and regulations. Based in Reno, Nevada, we serve clients in a number of states throughout the country. Contact us today and let’s decide together if working with one of our advisors might help you meet your goals.

Helpful Content

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

 

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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