Media

Press resources and media appearances for CFP® and innovative tax strategist Matthew Chancey

Videos

Press Articles

As satisfaction drops, is Medicare Advantage still worth it for clients?

20/08/2026

Americans have $2.1 trillion in forgotten retirement savings. Here’s how to find out if you’re missing a 401(k)

29/07/2026

A Trump Account could make your kid a millionaire by 45—but financial experts say the app’s projections come with a catch

12/07/2026

Future Voices Collective Geoff Curtis and Tax Alpha Solutions Matthew Chancey

09/07/2026

Beyond 60/40: Building a Multi-Asset ETF Portfolio for Structural Uncertainty

01/06/2026

‘Don’t let the tax tail wag the lifestyle dog': Moving to a no income-tax state for retirement may create other problems

26/05/2026

Want a Hot Pre-IPO Company in Your Portfolio? Proceed With Caution

19/05/2026

I recently received an inheritance ‘of some significance’ — and I have modest savings. Now, I need advice, but who is right for my situation?

13/12/2025

Millions of Americans are risking their health and homes by living without insurance

15/10/2025
a man working on his taxes

Powerball Jackpot Now at $1.8 Billion. How to Manage All That Wealth if You Win.

05/09/2025

How Advisors Are Helping The Wealthy Flee New State Taxes

22/08/2025

Here’s what it’s like to invest in private equity — and why you don’t want it in your 401(k)

16/08/2025

This retiree figured out a way to pay almost no taxes. Here’s his secret.

09/05/2025

5 Strategies High-Income Earners Use To Guard Their Wealth — That You Can Use, Too

16/04/2025

Should I touch my 401(k)? What to do in volatile market amid global trade war

05/09/2025

What to do with 401(k) as markets fall from tariffs

04/06/2025

IRS Layoffs Spark Delays, Doubt This Tax Season

03/04/2025

Americans are using this strategy to save money on home insurance. Is it a good idea?

03/11/2025

Should You Give Your Heirs Their Inheritance With Trump In Office?

02/02/2025

When a spouse dies, there can be a 'tax explosion' for the one left behind

18/01/2025

When to Hire a Financial Advisor (and When to Invest on Your Own)

23/12/2024

Gold and taxes: What every investor needs to know

25/10/2024

Physical gold vs. digital gold: What to know

24/10/2024

I’m 80 and I’m in debt to my ‘best friend’ over an outstanding mortgage. I’m about to lose my house. What can I do?

29/08/2024

Stocks are tanking. Should you buy the dip?

05/08/2024

I bought an $180K house for my daughter to live in 8 years ago. She got married and moved. Now I want to sell. How do I avoid capital gains taxes?

02/08/2024

Renowned Tax Strategist Reveals Cutting-Edge Tax Strategies For The WealthyRenowned Tax Strategist Reveals Cutting-Edge Tax Strategies For The Wealthy

16/07/2024

Dow closes at record high after attempted Trump assassination fuels red wave hope

15/07/2024

Do You Fear an IRS Audit? You Shouldn't if You Do Your Homework

09/06/2024

Six Items that Could Trigger an IRS Audit

22/05/2024

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Matthew Chancey is a Registered Representative of Crescent Securities Group Inc. and an Investment Advisory Representative of Crescent Advisor Group, Inc. Investment Advisory Services are offered through Crescent Advisor Group, Inc., a US SEC Registered Investment Advisor, and securities are offered through Crescent Securities Group, Inc., Member FINRA/SIPC. 4975 Preston Park Blvd. Suite 820 – Plano, TX 75093