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


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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.

Meet With An Advisor

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

Is Trump Trumping Trump?

Market Alert August 21st, 2017: Is Trump Trumping Trump?

  • The market took a tumble last week on fears that the Trump agenda may devolve into political wrangling.
  • Always be aware that the stock market is like a pet tiger in your living room. You must never take for granted that it is tame.
  • There is support for current market valuations given earnings reports for the second quarter.
  • We continue to stand by our fearless forecast of Dow 22,250, but it will be a battle to get there.
  • The market took a tumble last week on fears that the Trump agenda may devolve into political wrangling.
Read more ...
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Latest Financial Tip Video - click here to Watch

Finding the Magic Number

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Latest Press & News - click here to View

Grow: Complete These 4 Tasks Now, Save Time and Money Later

"You want to catch something early on, rather than find yourself with a bad credit rating,” - Ken Moraif

Read the full article here:

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Latest Radio Show Podcast - click here to Listen

August 19th, 2017

1) Is The Trump Trade Over?
2) What Is The Most Important Thing To Know When Creating Your Financial Plan?
3) How To Save Social Security
4) What Is A Bear Market?
5) Estate Tip: Important Estate Planning Documents
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Listen to Our Radio Show Podcasts

Recent Financial Articles & Studies - click here for Information

Building a Firm that Will Last 100 Years: Ethics and Core Values

The North Central Texas Better Business Bureau (BBB) recently announced that Money Matters is a finalist for the Torch Award for Ethics*. Applying for the award end up being a reward of its own kind, because writing answers to essay questions about ethics forced me to really think about the way we handle ethics at Money Matters. I believe that being ethical is primary. It's the most important thing about doing business, especially in the financial services industry, where we manage people’s life savings. I also believe that our ethics make us stand out in the field. I've always told my daughters that if you tell people what you are going to do, and you do it the way you said you would, you do it on time, and you do it at the price you quoted, people will beat a path to your door.

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