
Matt VanCleve, J.D.
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- 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

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

06/04/2020
There are only a few weeks left to beat the July 15 deadline and invest in your future with an IRA before Tax Day. Get started today. www.fortunainvest.com/advisor/Matt-VanCleve
05/19/2020
Do you know how much Long Term Care costs? Find out now: bit.ly/2IHvzxc.

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

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.

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

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.

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.

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.

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.

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

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.

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.

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.

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

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

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

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

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

04/22/2020
The IRS has moved Tax Day to July 15. So if you need more time to contribute to your 2019 IRA, you’ve got it. But hurry, the clock is ticking. www.fortunainvest.com/advisor/Matt-VanCleve

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.

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.

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...

04/15/2020
Join me for a webinar today 4/15 at 3:00 discussing provisions of the CARES Act and Families First Act that affect families and individuals.
Register here:
https://financialguide.zoom.us/meeting/register/upIkduCspzsrAiYZAyw-3OxTB6dzOGUE3g
If that time does 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
04/14/2020
Join me for a webinar today 4/14 at 3:00 discussing the CARES Act and Families First Act provisions that affect individuals and families.
Register here:
https://financialguide.zoom.us/meeting/register/vpcvd-2grzwtvun0zqev7gVHcvhrlOrtxw
If that time does 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

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

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

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

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

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...

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.

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.

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...

04/03/2020
Coverpath’s online application allows you to apply for life insurance online, on your own time so you can focus on planning your next adventure. To learn more, visit https://coverpath.massmutual.com//?fg=Matthew-Vancleve-652554

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

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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