Matthew Haas - WisdomWealth

Matthew Haas - WisdomWealth Helping business owners & professionals steward their resources with integrity and purpose. "I believe that stewardship is primarily relational, not financial.

Serving people and building strong relationships is at the core of everything I do and I love working with clients that value relationships and integrity." Matt graduated from Ouachita Baptist University in 1998 and completed his MBA with an emphasis in Finance, Insurance, and Real Estate at the University of Memphis in 1999. Matt is very involved at New Life Church where he serves as a deacon and

recently helped start the Special Needs ministry. He also serves as a board member of the Kingdom Missions Fund and Community Connections. Matt has been married to his beautiful wife, D’Lisa, since 2004 and they have 3 amazing children. He is passionate about family, church, business, and sports.

From overly conservative investing to claiming Social Security early, small habits today can shape retirement tomorrow.
09/02/2026

From overly conservative investing to claiming Social Security early, small habits today can shape retirement tomorrow.

Overly conservative investing, tax blind spots and delayed planning can undermine savings

Chatbots can crunch numbers, but they can miss tax nuance, Social Security complexity and longevity risk. Here's where A...
08/30/2026

Chatbots can crunch numbers, but they can miss tax nuance, Social Security complexity and longevity risk. Here's where AI falls short compared to a professional advisor.

As more people turn to chatbots for financial advice, experts say AI offers both pros and cons for retirement planning. Here's what to know.

Selling an investment at a loss might sound like a bad move, but it can help offset capital gains and ease your tax bill...
08/27/2026

Selling an investment at a loss might sound like a bad move, but it can help offset capital gains and ease your tax bill. Here's how it works.

The latest newsletter takes a closer look at this financial strategy.

The newsletter offers twice-monthly insights on taxes, investing and planning for the road ahead, delivered right to you...
08/24/2026

The newsletter offers twice-monthly insights on taxes, investing and planning for the road ahead, delivered right to your inbox.

Sign up and stay tuned for this week's posts.

Stocks are a solid long-term hedge against inflation, but that's not the same as a retirement spending strategy. Here's ...
08/22/2026

Stocks are a solid long-term hedge against inflation, but that's not the same as a retirement spending strategy. Here's why the gap between investing and spending can leave retirees exposed.

Stocks are often described as one of the best long-term hedges against inflation.

More than half of Americans are turning to AI for help with financial decisions. But what you share can put your persona...
08/19/2026

More than half of Americans are turning to AI for help with financial decisions. But what you share can put your personal data at risk.

There are risks involved with oversharing

Only one in three Americans can correctly estimate how long a 65-year-old will live. That gap matters a lot when it come...
08/16/2026

Only one in three Americans can correctly estimate how long a 65-year-old will live. That gap matters a lot when it comes to saving for your retirement.

Only 1 in 3 Americans can correctly identify how long a 65-year-old will typically live, and that has consequences for retirement savers.

Turning 73 comes with a mandatory tax obligation -- required minimum distributions that count as income. Here's what to ...
08/13/2026

Turning 73 comes with a mandatory tax obligation -- required minimum distributions that count as income. Here's what to know before yours arrive.

RMDs are taxable income; the ripple effects on your finances can surprise you.

Summer spending often feels emotionally justified -- trips, concerts, family time, etc. But making memories can become a...
08/10/2026

Summer spending often feels emotionally justified -- trips, concerts, family time, etc. But making memories can become a permission slip to overspend. But there are ways to spend more intentionally.

Many of the things people spend money on in the summer are not frivolous. They are often tied to family connection.

10 years before retirement is one of the most important windows for building security. From catch-up contributions to po...
08/08/2026

10 years before retirement is one of the most important windows for building security. From catch-up contributions to portfolio adjustments, there's plenty worth reviewing.

Part 2 of our series looks at how to play catch up when you’re 50

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