At Cadence Planning, we are passionate about helping and empowering any client through education and collaboration.
That is why we prioritize spending time helping each client talk through their situation, life, feelings, and goals.
Every person's story and goals are unique and their plan needs to be written around those intricacies.
As we progress and improve we celebrate the progress we've made while keeping our eyes looking forward before moving forward.
Like an orchestra – the process starts small before building up to the greater show. And the cycle repeats, ebbing and flowing until we end up with a financial work of art designed to bring you peace and harmony.
Media Mentions and Industry Involvement
Matthew Lincoln is Quoted in the Wall Street Journal:
"Tax-Loss Harvesting Comes With Hidden Risks"
Matthew Lincoln is Quoted in the Wall Street Journal:
"How a Part-Time Job Can Affect a Retiree’s Finances"
Matthew Lincoln was a Presenter at the 2024 ACP Conference:
"Sweat the Small Stuff:
Tough Questions to Consider When Reviewing a Client's Tax Return"
Matthew Lincoln is a Member of the Maryland Society of Accounting & Tax Professionals
Matthew Lincoln is a Member of the Maryland Society of Accounting & Tax Professionals
Matthew Lincoln is a Featured Guest on the Retirement Tax Services Podcast:
"A Single Industry, The Client’s Financial Well-Being"
Matthew Lincoln Presented at the 2023 Alliance of Comprehensive Planncer Annual Conference:
"Optimizing Taxes for Retirees Who Consult Post Career"