Matt In The News

Beware of Medicare plan agents who don't tell you all your options

If more than one insurer offers plans in your area, make sure you evaluate all of them. Matt spoke to CNBC to give his advise on the matter! See what Matt has to say to CNBC about choosing a medical plan agent!

The Best Risk Management Strategy: Top Money Managers Weigh In

Every financial advisor worthy of the name recognizes that risk management is a critical component of investing. But if you ask ten money managers how they manage risk you may hear ten different answers. Sure, there’s a fair amount of common ground, but there’s also plenty of debate about what constitutes a responsible approach for dealing with market corrections and bear markets. See what Matt's advise on the matter is. Check out Matt's thoughts!

5 Signs Elder Care Is Ruining A Client's Retirement

Americans caring for an aging parent may be cutting back on their own expenses, having trouble paying the bills and dipping into their savings, according to a new study. See what Matt has to say about the financial troubles while caring for an aging parent. See what Matt has to say about the financial difficulties of caring for an aging parent.

3 Tricks to Beat The Crowds on Getting College Financial Aid

Families of college-bound students will soon be able to file key financial aid forms. But it takes some legwork to make sure you're ready. Matt spoke with CNBC to give some of his tips for these families. Check out his thoughts here!

High-End Hobbies Can Stymie Advisors

Matt spoke with Investor's Business Daily to discuss how to help guide investors past high-end hobbies that could hurt their financial futures. Read Matt's thoughts here!

Advisor Feature: How to keep your money if you are the next Powerball winner

Matt spoke with the Wall Street Journal's Market Watch to give some tips on 10 things NOT to do if you win the lottery. Read the tips here!

Advisor Feature: More than a decade later, housing bust still hurts

Matt gave his take to InvestmentNews on how advisors are still dealing with clients who suffered substantial losses on their homes. Read the article here!

Orlando Sentinel - Ask the Expert

A reader asked Matt, "I'm planning on doing a Roth conversion of my traditional IRA accounts. Where should I get the money to pay the taxes?" Read Matt's Answer Here!

Orlando Sentinel - Ask the Expert

A reader asked, "Thinking about rolling my retirement accounts into a self-directed IRA so that I can become a private lender and earn returns without using traditional investments. Thoughts?" Read Matt's Answer Here!

Orlando Sentinel - Ask the Expert

A reader asked, "I've been working with a national brokerage firm and I'm very unhappy with the products I've purchased... Now they are trying to put me into a variable annuity. What should I do?" Read Matt's Answer Here!

Orlando Sentinel - Ask the Expert

"I’ve got many different 30­year savings bonds that are starting to mature. I’m concerned about deferred taxes, what should I do?" Read Matt's Answer Here!

Orlando Sentinel: Ask the Expert

A reader asked Matt: "We have not saved for our kids' college and they are about to graduate from private school. What's the most efficient way to pay for college?" Read His Answer Here

Retail Rush to U.S. Stocks Not Everyones Idea of Euphoric News

The seemingly endless appetite for corporate buybacks is also showing signs of ebbing, and Matt spoke with Bloomberg to discuss. Read the article now!

Dealing With Financial Infidelity

Matt joined Fox 35 News to discuss financial infidelity in relationships, and how to make sure money doesn't become a problem in your relationship. Watch Matt's appearance now!

Matt Chancey Completes H&R Block’s Tax Course

In the past year alone, federal and state tax code changes impacted health care, education, property ownership and more. Keeping up with them can be a daunting task. This is why Matt Chancey, Certified Financial Planner, took interest in gaining a deeper understanding for his clients. Read more about how this helps Matt's clients...

Orlando Sentinel: Ask The Expert Appearance

"Thinking about rolling my retirement accounts into a self-directed IRA... Thoughts?" Read Matt's advice in the Orlando Sentinel "Ask The Experts" section! Read Matt's answer here!

Orlando Sentinel - Ask the Expert | Best way to file for Social Security?

Q: My wife and I are both age 63 and would like to know if we should consider taking Social Security now. We are healthy and both parents lived well into their 90s. We still have earned income from employment. Click to see the answer...

Happy Holidays

Happy Holidays to you and your loved ones! Wishing you and your loved ones a very happy and healthy Holiday! ~ The Matt Chancey, CFP Team .

Happy Thanksgiving from Matt Chancey, CFP

There is so much to be thankful for this year, but we are most thankful to be able to do what we love and work with so many great clients to give them peace of mind with their financial future. What are you thankful for? .

Orlando Sentinel - Ask the Expert | How to Lower My Advisory Fees

An Orlando Sentinel Reader recently asked Matt how she could lower her advisory fees from 1.25% to 0.40 to 0.80%. See Matt's answer here...

Matt Chancey, CFP Achieves Certification by The Corporation For Social Security Claiming Strategies!

Matt Chancey, CFP has officially become certified by the Corporation For Social Security Claiming Strategies. The Certification program has been featured on ABC, CBS, NBC, Bloomberg Business, MarketWatch, Yahoo! Finance, Forbes, and others. Click to learn more...

Orlando Sentinel - Ask the Expert | How to Increase Retirement Income

Q: I was always under the impression that trading costs were included in the net expense ratios of mutual funds, is that true? - S.B. Apopka Click to see the answer...

Orlando Sentinel - Ask the Expert | IRA & Medicaid

Q: I have an IRA and would like to apply for Medicaid for nursing home care. Will the IRA be treated as an asset or as income? Click to see the answer...

Matt Chancey has been elected to the Board of Directors of the Central Florida Financial Planning Association!

We are proud to announce that our own Matt Chancey has been elected to the Board of Directors of the Central Florida Financial Planning Association! Read more about Matt and the FPA click here.

Orlando Sentinel - Ask the Expert | How to Increase Retirement Income

Q: I have an IRA and would like to take out some money to buy real estate. Is that a good idea? - T.P, St. Cloud Click to see the answer...

Orlando Sentinel - Ask the Expert | How To Setup College Plans for 4 Kids

Q: My second husband and I have a combined family with four kids. We are considering setting up 529 plans for their college education. Should we establish four plans? — J.W., Sanford Click to see the answer...

Orlando Sentinel - Ask the Expert | When to Hire a Financial Advisor?

Matt is a frequent expert for the Orlando Sentinel's Ask The Expert hotline. A recent question that Matt got was "Q: My husband managed all our finances, but he has passed away. Should I hire a professional to help me manage my money now?" Click to see the answer...

FOX35 | The Secrets to a Happy Money Relationship

Money and Relationships don't always mix well. When FOX35 wanted to know how people could help improve their relationships with their loved ones they turned to financial advisor Matt Chancey, CFP for his insight on how people can improve their financial relationships ...

Orlando Sentinel - Ask the Expert | How to Increase Retirement Income

Q: My husband and I have a mortgage on our home of $100,000, a mortgage on our rental property of $80,000 and $400,000 in mutual fund assets. We are living off Social Security income but would like more income for a better life. Any suggestions? - J.W., Dr Phillips Click to see the answer...

Matt Chancey Named 5-Star Wealth Manager for 2014!

Matt Chancey was awarded the prestigious 5 star wealth manager award for 2014 by the 5-Star Professional organization, Matt attributes his success to his comprehensive and client centric financial planning practice... Read More...

HeadDrama.com | Lotto Drama

When Andrea Jackson from the popular site HeadDrama.com wanted to know why most lotto winners end up broke and steps to avoid it she turned to Matt Chancey, CFP for his insight and advice for her viewers. Watch the full interview...
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