Broker Check

"Don Mathieson" Registered Representative with Cetera Financial Specialist

(845) 357-6815

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Money-Saving Tips for Managing Your Subscriptions

Money-Saving Tips for Managing Your Subscriptions

A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.

Planning Your Legacy & Your Family’s Financial Future

Planning Your Legacy & Your Family’s Financial Future

Leave a legacy and plan for your family's financial future. Arrange your affairs and find ways to pass on your wealth.

 

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

College Savings

See how much you may need to save now to cover future college costs for your child.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Surprises

Making the most of surprises is a great reason to work with us.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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