Matt VanCleve, J.D.

Matt VanCleve, J.D. Member of a team of credentialed attorneys, estate, and tax planning strategists who provide targete Financial Service
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07/21/2020
07/21/2020
Have you heard? The IRS has extended the IRA contribution deadline. To beat the clock, make your 2019 contribution by Ju...
06/15/2020

Have you heard? The IRS has extended the IRA contribution deadline. To beat the clock, make your 2019 contribution by July 15, 2020. You’ll be saving for retirement, and might even enjoy tax benefits for 2019.
www.fortunainvest.com/advisor/Matt-VanCleve

05/19/2020

Do you know how much Long Term Care costs? Find out now: bit.ly/2IHvzxc.

Tax Day is coming July 15, 2020. After that, you won’t be able to contribute to your retirement for 2019 with an IRA or ...
05/15/2020

Tax Day is coming July 15, 2020. After that, you won’t be able to contribute to your retirement for 2019 with an IRA or enjoy any potential tax benefits. Let’s get started today. www.fortunainvest.com/advisor/Matt-VanCleve

You insure your most valuable assets like your home, your car, and your life. But what about your future income?   bit.l...
05/13/2020

You insure your most valuable assets like your home, your car, and your life. But what about your future income? bit.ly/2Yaytyw.

Your income — more than your car, or home or any other big ticket item — is your most valuable asset.

I hope you can join me for this FREE webinar focused on business owner topics. https://bit.ly/35AE0TQ.
05/12/2020

I hope you can join me for this FREE webinar focused on business owner topics. https://bit.ly/35AE0TQ.

MassMutual is a proud member of the Alliance for Lifetime Income, and we’re on a mission to educate the public about the...
05/11/2020

MassMutual is a proud member of the Alliance for Lifetime Income, and we’re on a mission to educate the public about the importance of protected lifetime income: bit.ly/2w3xiF3.

America’s retirement numbers aren’t adding up, but industry innovation and growing consumer awareness may offer some relief.

Life Insurance: 3 income tax advantages
05/09/2020

Life Insurance: 3 income tax advantages

Whole life insurance offers valuable income tax advantages, from an income tax-free death benefit to deferred cash value growth.

6 People Who Dismiss Long-Term Care Insurance, But Maybe Shouldn't.
05/08/2020

6 People Who Dismiss Long-Term Care Insurance, But Maybe Shouldn't.

Depending on their financial picture, certain groups of people could potentially gain from LTC coverage.

Business owners – this free webinar will address some of the most common questions I’ve received over the last few weeks...
05/07/2020

Business owners – this free webinar will address some of the most common questions I’ve received over the last few weeks. Register today: https://bit.ly/35AE0TQ.

Don’t forget to open your IRA before the extended Tax Day. After that, you won’t be able to contribute to your retiremen...
05/06/2020

Don’t forget to open your IRA before the extended Tax Day. After that, you won’t be able to contribute to your retirement for 2019 with an IRA or enjoy any potential tax benefits. Click here to start now. www.fortunainvest.com/advisor/Matt-VanCleve

Time to get excited,IT'S DISABILITY INSURANCE AWARENESS MONTH‼If you have questions about disability insurance, hit me u...
05/01/2020

Time to get excited,
IT'S DISABILITY INSURANCE AWARENESS MONTH‼

If you have questions about disability insurance, hit me up. I am happy to be a resource.

There's no time like the present.  Let me know if you have any questions or if you have interest in talking further.
05/01/2020

There's no time like the present. Let me know if you have any questions or if you have interest in talking further.

Life insurance companies may decide to charge higher rates or even temporarily suspend sales due to uncertainties surrounding the spread of COVID-19.

Interesting read! What Happens To The Stock Market After A Recession?
04/30/2020

Interesting read! What Happens To The Stock Market After A Recession?

How long does it take the market to recover after a recession? Although the current situation is unprecedented, bear markets and recessions are not. And they all have one thing in common: they eventually end, and when they do, the market always recovers.

You may have heard that Tax Day has been moved to July 15. But did you know you that you can also make 2019 IRA contribu...
04/30/2020

You may have heard that Tax Day has been moved to July 15. But did you know you that you can also make 2019 IRA contributions until then? Start saving for your retirement when you open an IRA before Tax Day. The clock is ticking. www.fortunainvest.com/advisor/Matt-VanCleve

Join me  for a webinar on "Financial Wellness in Uncertain Times"We will have a discussion on savings, managing debt, in...
04/28/2020

Join me for a webinar on "Financial Wellness in Uncertain Times"

We will have a discussion on savings, managing debt, investing for the long term, and all things needed to have a solid footing while navigating economic downturns or job loss. The seminar will provide insights and an overview of how the CARES Act fits into each foundation.

You have options for joining the webinar. Just pick the one that works best for your schedule below:

Wednesday, April 29 at 3:00 pm CST - https://financialguide.zoom.us/meeting/register/tJArcu-urTwqEtVowV-lKEHrrDrEEtmZlXqo
Thursday, April 30 at 10:00 am CST - https://financialguide.zoom.us/meeting/register/tJcocO-grjkpE9Grfe6znqn8qvH0TUnhEBlX

If none of those times work for you, feel free to use this link to find time for a conversation. https://calendly.com/mattvancleve/zoom-consultation

Everything is not awesome for this guy.  If you feel like you are in the same boat, join me for one of my webinars on Fi...
04/28/2020

Everything is not awesome for this guy.

If you feel like you are in the same boat, join me for one of my webinars on Financial Wellness in Uncertain Times.

We will have a discussion on savings, managing debt, investing for the long term, and all things needed to have a solid footing while navigating economic downturns or job loss. The seminar will provide insights and an overview of how the CARES Act fits into each foundation.

There are three options for joining the webinar. Just pick the one that works best for your schedule below:

Tuesday, April 28 at 11:30 am CST - https://financialguide.zoom.us/meeting/register/tJMvfumtrzgrHNws_w-Orr4wsHv9T62mVHRL
Wednesday, April 29 at 3:00 pm CST - https://financialguide.zoom.us/meeting/register/tJArcu-urTwqEtVowV-lKEHrrDrEEtmZlXqo
Thursday, April 30 at 10:00 am CST - https://financialguide.zoom.us/meeting/register/tJcocO-grjkpE9Grfe6znqn8qvH0TUnhEBlX

If none of those times work for you, feel free to use this link to find time for a conversation. https://calendly.com/mattvancleve/zoom-consultation

This cute little guy would join one of the webinars I am hosting on Financial Wellness, but he can't...because he is a d...
04/27/2020

This cute little guy would join one of the webinars I am hosting on Financial Wellness, but he can't...because he is a dog.

Luckily for you, that is not a problem.

So, join me for a discussion on savings, managing debt, investing for the long term, and all things needed to have a solid footing while navigating economic downturns or job loss. The seminar will provide insights and an overview of how the CARES Act fits into each foundation.

There are three options for joining the webinar. Just pick the one that works best for your schedule below:

Tuesday, April 28 at 11:30 am CST - https://financialguide.zoom.us/meeting/register/tJMvfumtrzgrHNws_w-Orr4wsHv9T62mVHRL
Wednesday, April 29 at 3:00 pm CST - https://financialguide.zoom.us/meeting/register/tJArcu-urTwqEtVowV-lKEHrrDrEEtmZlXqo
Thursday, April 30 at 10:00 am CST - https://financialguide.zoom.us/meeting/register/tJcocO-grjkpE9Grfe6znqn8qvH0TUnhEBlX

If none of those times work for you, feel free to use this link to find time for a conversation. https://calendly.com/mattvancleve/zoom-consultation

Join me  for a webinar on "Financial Wellness in Uncertain Times"We will have a discussion on savings, managing debt, in...
04/24/2020

Join me for a webinar on "Financial Wellness in Uncertain Times"

We will have a discussion on savings, managing debt, investing for the long term, and all things needed to have a solid footing while navigating economic downturns or job loss. The seminar will provide insights and an overview of how the CARES Act fits into each foundation.

There are three options for joining the webinar. Just pick the one that works best for your schedule below:

Tuesday, April 28 at 11:30 am CST - https://financialguide.zoom.us/meeting/register/tJMvfumtrzgrHNws_w-Orr4wsHv9T62mVHRL
Wednesday, April 29 at 3:00 pm CST - https://financialguide.zoom.us/meeting/register/tJArcu-urTwqEtVowV-lKEHrrDrEEtmZlXqo
Thursday, April 30 at 10:00 am CST - https://financialguide.zoom.us/meeting/register/tJcocO-grjkpE9Grfe6znqn8qvH0TUnhEBlX

If none of those times work for you, feel free to use this link to find time for a conversation. https://calendly.com/mattvancleve/zoom-consultation

Time to step on the 'ladder'?
04/20/2020

Time to step on the 'ladder'?

Using a variety of policies, called laddering, to address specific risks and life stages, is a strategy many use.

Social Security education: How are you doing?
04/18/2020

Social Security education: How are you doing?

About a third of people don't know what they should about this retirement benefit, according to our quiz results.

Business owners: focus on what matters in this crisis
04/17/2020

Business owners: focus on what matters in this crisis

As a business owner, it’s hard running day to day and still have time left over to think about the “what ifs.” What if I lose a key employee? What if a competitor sets up shop down the street? What if a global pandemic shuts down my business for an undetermined period of time? If we’ve learn...

I am offering several options to join an online seminar to cover the CARES Act and Families First Act provisions that yo...
04/13/2020

I am offering several options to join an online seminar to cover the CARES Act and Families First Act provisions that you may find helpful for you and your family.

The meetings will be offered at various times to fit your schedule.

Select a date and register for a meeting that works best for your schedule below:

Friday 4/10/20 at 11:30 https://financialguide.zoom.us/meeting/register/uZwtcO2sqDIqSaulkzVE7pN4_FNG7yyyWg

Monday 4/13/20 at 11:30
https://financialguide.zoom.us/meeting/register/uZwsdO6trDks_C5lfc7HUiV-WSVI6XuPjA

Tuesday 4/14/20 at 3:00
https://financialguide.zoom.us/meeting/register/vpcvd-2grzwtvun0zqev7gVHcvhrlOrtxw

Wednesday 4/15/20 at 3:00
https://financialguide.zoom.us/meeting/register/upIkduCspzsrAiYZAyw-3OxTB6dzOGUE3g

If these dates and time do not work for your schedule, or if you have questions or concerns regarding your personal situation, feel free to use the following link to schedule a conversation: https://calendly.com/mattvancleve/zoom-consultation

This is a picture of a guy who is super excited to be on a webinar.  I am offering a chance to be about half this excite...
04/13/2020

This is a picture of a guy who is super excited to be on a webinar.

I am offering a chance to be about half this excited.

Join me for one of the webinars I am hosting to review provisions of the CARES Act and Families First Act that affect families and individuals.

The meetings will be offered at various times to fit your schedule.

Select a date and register for a meeting time that works best for you:

Monday 4/13/20 at 11:30
https://financialguide.zoom.us/meeting/register/uZwsdO6trDks_C5lfc7HUiV-WSVI6XuPjA

Tuesday 4/14/20 at 3:00
https://financialguide.zoom.us/meeting/register/vpcvd-2grzwtvun0zqev7gVHcvhrlOrtxw

Wednesday 4/15/20 at 3:00
https://financialguide.zoom.us/meeting/register/upIkduCspzsrAiYZAyw-3OxTB6dzOGUE3g

If these dates and time do not work for your schedule, or if you have questions or concerns regarding your personal situation, feel free to use the following link to schedule a conversation: https://calendly.com/mattvancleve/zoom-consultation

While practicing social distancing  DO NOT watch webinars like the folks in this photo.  You should do it alone or with ...
04/13/2020

While practicing social distancing DO NOT watch webinars like the folks in this photo. You should do it alone or with members of your household.

If you would like the opportunity to practice safe webinaring- Join me for one of the webinars I am hosting to review provisions of the CARES Act and Families First Act that affect families and individuals.

The meetings will be offered at various times to fit your schedule.

Select a date and register for a meeting time that works best for you:

Monday 4/13/20 at 11:30
https://financialguide.zoom.us/meeting/register/uZwsdO6trDks_C5lfc7HUiV-WSVI6XuPjA

Tuesday 4/14/20 at 3:00
https://financialguide.zoom.us/meeting/register/vpcvd-2grzwtvun0zqev7gVHcvhrlOrtxw

Wednesday 4/15/20 at 3:00
https://financialguide.zoom.us/meeting/register/upIkduCspzsrAiYZAyw-3OxTB6dzOGUE3g

If these dates and time do not work for your schedule, or if you have questions or concerns regarding your personal situation, feel free to use the following link to schedule a conversation: https://calendly.com/mattvancleve/zoom-consultation

Join me for one of the webinars I am hosting to review provisions of the CARES Act and Families First Act that affect fa...
04/13/2020

Join me for one of the webinars I am hosting to review provisions of the CARES Act and Families First Act that affect families and individuals.

The meetings will be offered at various times to fit your schedule.

Select a date and register for a meeting time that works best for you:

Monday 4/13/20 at 11:30
https://financialguide.zoom.us/meeting/register/uZwsdO6trDks_C5lfc7HUiV-WSVI6XuPjA

Tuesday 4/14/20 at 3:00
https://financialguide.zoom.us/meeting/register/vpcvd-2grzwtvun0zqev7gVHcvhrlOrtxw

Wednesday 4/15/20 at 3:00
https://financialguide.zoom.us/meeting/register/upIkduCspzsrAiYZAyw-3OxTB6dzOGUE3g

If these dates and time do not work for your schedule, or if you have questions or concerns regarding your personal situation, feel free to use the following link to schedule a conversation: https://calendly.com/mattvancleve/zoom-consultation

Did you know that there have been 32 bear markets since 1900? Or on average 1 every 3.5 years. More importantly, is your...
04/11/2020

Did you know that there have been 32 bear markets since 1900? Or on average 1 every 3.5 years. More importantly, is your retirement strategy protected from these downturns? An alternative savings and income strategy can help.

Market volatility could have a potential long-term impact on your retirement. While you can't predict market downturns or how long they will last, you can pr...

Creating a financial plan for every phase of your life is important. Here are a few tips to help you get started!
04/10/2020

Creating a financial plan for every phase of your life is important. Here are a few tips to help you get started!

Everything changes when your financial plan includes other people. Here are a few tips for creating a family financial plan.

Check out this article to learn how you can maintain your financial health during the Coronavirus.
04/09/2020

Check out this article to learn how you can maintain your financial health during the Coronavirus.

As the coronavirus impacts the economy, it’s a good time to look at your own finances. Here are seven money moves you can make right now.

Check out this video about market risk & your retirement
04/09/2020

Check out this video about market risk & your retirement

Market volatility could have a potential long-term impact on your retirement. While you can't predict market downturns or how long they will last, you can pr...

Our new Coverpath platform can help you determine the coverage you need and get a personalized quote in under a minute. ...
04/02/2020

Our new Coverpath platform can help you determine the coverage you need and get a personalized quote in under a minute. Apply online with our easy self-service application and, in some cases, get an immediate coverage decision. Get started at https://coverpath.massmutual.com//?fg=Matthew-Vancleve-652554

Working with me and the Fortuna platform you’ll get sophisticated investment technology and personalized financial advic...
04/01/2020

Working with me and the Fortuna platform you’ll get sophisticated investment technology and personalized financial advice for your goals. Check out www.fortunainvest.com/advisor/Matt-VanCleve, to learn more and get started!

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