top of page
Irvine Wealth Management logo
Baby, mother, and grandmother looking together
Smiling older Black couple embracing with mountains and water in background.
Smiling man with white hair carrying surfboard on beach
Happy elderly couple embracing outdoors
Elderly couple arm-in-arm walking on a sandy beach

Matthew Sassani

Chartered Retirement Planning Counselor

9870 Research Drive


Irvine 
, CA 92618

Phone:

(949) 788-1828

Fax:

(949) 788-1888

E-mail:

  • Facebook
  • Linkedin

matthew@irvinewm.com

Confident Retirement Planning

Professional man in suit and tie


Matthew Sassani, CRPC®               

Chartered Retirement Planning Counselor

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to provide you with the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Sincerely,

Matthew Sassani 

Free Monthly Newsletter

Sign up to receive my Monthly Newsletter so you can see what others are doing to plan for their retirement years.

Subscribe

Schedule an Appointment

Let's set a time for an appointment with me.

Schedule a Meeting

Complimentary Financial Review

Sign up for a Complimentary Financial Review so we can look at the Strategies and Options available to help you meet your retirement goals.

Sign-up
HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025

Details 401(k) contribution and catch-up limits for maximizing savings.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

A Mortgage Recast Is an Alternative to Refinancing

Explains how a borrower can lower monthly payments by recasting a mortgage.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

The College Landscape in 2026

The world of higher education is constantly evolving. Here are some key updates for 2026.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

bottom of page