Mattson Financial Services - July 2025

Upcoming Events

REINVENT YOUR LEFTOVERS. Gone are the days of letting food wilt in the fridge. Old-school frugal folks gave every last bite a second act. Roast chicken becomes broth. Rice gets turned into stir-fry. Stale bread transforms into French toast or bread pudding. Get creative! You’ll waste less and eat better. CHOOSE CASH OVER CARD. There’s something about handing over $20 cash that makes you think twice before spending it. Cash budgeting may feel outdated, but it’s one of the simplest ways to curb impulse buys. Envelopes marked for groceries, gas, or coffee dates give you a clear snapshot of your spending — and what’s left. No more senseless swiping! SAVE WITH SECONDHAND SAVVY. Hand-me-downs were once a household norm! Today, thrift stores and vintage finds are trending again, and for good reason. Whether it’s clothing, furniture, or kitchenware, buying secondhand is kinder to your wallet and the planet.

Holiday Office Closures July 4, 2025 Our office will be closed for the Fourth of July. July Market Commentary July 11, 2025 Released via email

So, channel some old-school genius and start living a frugal, intentional lifestyle!

Every month, we feature insights from portfolio managers at Gradient Investments, who dive into market trends and economic developments. We encourage you to take a few moments and stay informed when it comes to the ever changing financial landscape!

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August Educational Event Aug. 14, 2025, 4:30–6:30 p.m. New Location Kent District Library Kentwood Branch

“Grandma, where did this plastic spoon come from? Did it float in from the ocean, or did someone just leave it here?”

We talked about how trash can harm people and wildlife, and how a few minutes of effort can make a big difference. At a young age, our grandkids are becoming shellers and stewards of the environment. Spending time with them, teaching them these small but important lessons, reminds me of something I’ve come to believe: Your children and grandchildren are always watching and listening. They may not always show it — especially during their teenage years — but they notice how we live, what we say, and what we value.

4950 Breton Rd. SE Kentwood, MI 49508

Join us for an informative and engaging evening designed to help you stay informed and confident about your financial future! This free event will feature expert speakers and valuable insights for those approaching or already in retirement. You’ll learn how Senior Neighbors of Grand Rapids supports aging with dignity by helping older adults stay independent, active, and connected. We also provide a clear, easy-to-understand overview of Medicare and your options. And our Live Market Update will help you stay current with the latest economic and market trends that may impact your retirement planning.

One day, you might catch yourself smiling as you hear your kids passing along the same words and lessons you once shared with them.

Legacy isn’t just about the money we leave behind. It’s about the values, habits, and love we pass down. Whether teaching younger generations how to fill a car with gas, look someone in the eye, shake their hand, or care for the earth we share, every moment matters. I’d love to hear from you: What lessons are you passing on? What traditions or values are you proud to see your children and grandchildren carry forward?

Our advising team will be hosting seminars all month long! Scan the QR code to view those dates and locations. Not on our email list? Contact us at info@mattsonfinancial.com !

They are always listening.

–Gary Mattson

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