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Retired or Retiring Soon? Attend Our Retirement Matters Seminar

Our no cost, no obligation seminar provides the knowledge you need to plan and enjoy your future

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Meet with a Money Matters Advisor.

No Cost, No Obligation Retirement Plan Consultation.

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Our meetings are designed for people over 50 with a minimum of $100,000 of investable assets, not including your home or real estate. If you do not yet have our minimum, please keep us in mind as your assets continue to grow.

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National Press Turns to Money Matters for insight on issues affecting today's investors. View Recent Press Featuring Ken Moraif:

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Fox Business

Ken Moraif argues that "Buy and Hold" is a flawed strategy.
Click on the image above to watch his interview on Fox Business 'After The Bell'...

Financial & Retirement Planning

Your retirement should be your second childhood without parental supervision.

You should enjoy yourself -- go play, travel, have fun! Stay out late!

To do that you must have a solid financial plan that you have confidence in. Have you ever seen change like we are experiencing now? Have you ever seen deficits like we are running? Markets so volatile? The future so insecure?

If you are concerned about your financial security, please sign up for Ken's next seminar. It's designed for those of you who are at the average retirement age, which is over the age of 50.  You will also get to enjoy some of the now World Famous Oatmeal Raisin and Chocolate Chunk Cookies!

Latest Email Market Alert - click here to Read

What Me Worry?

Market Alert September 10th, 2017: What Me Worry?

  • Despite threats of war in North Korea and devastating storms, the stock market seems to be relatively unfazed.
  • Pres. Trump cuts a deal with the Democrats to pave the way for tax reform.
  • We continue to stand by our fearless forecast of Dow 22,250.
  • While our economic outlook continues to be positive, things can change in the blink of an eye, and the market can head South very quickly without warning.
Read more ...
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Latest Financial Tip Video - click here to Watch

Where Do You Put Your Money When You Sell?


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Latest Press & News - click here to View

Barron's “Top 100 Independent Financial Advisors” Ranking

Exciting news: KenMoraif has been included (again) to the Barron's Top 100 Independent Wealth Advisors ranking!

Read the full article here: http://www.barrons.com/articles/top-independent-financial-advisors-1505532766 


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Latest Radio Show Podcast - click here to Listen

September 16th, 2017

1) Dow 22,250! Now What?
2) 10 Steps To Protect Your Credit
3) Spousal Social Security Quiz
4) The Noah's Arc Project
5) Estate Tip: Pass On $11 Million Tax Free
 
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Recent Financial Articles & Studies - click here for Information

The Equifax Breach: What You Can Do

As you probably heard, Equifax had a data breach and 143 million American's identities are potentially at risk. It’s a good idea to find out if you have been affected, and to protect your personal information as much as possible for the future. Though there is nothing that can guarantee your information is 100 percent safe, there are some steps you can take to make yourself more secure:

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