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Matthew Sassani

Chartered Retirement Planning Counselor

9870 Research Drive


Irvine 
, CA 92618

Phone:

(949) 788-1828

Fax:

(949) 788-1888

E-mail:

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matthew@irvinewm.com

Confident Retirement Planning

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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 

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Complimentary Financial Review

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Lifetime Earnings

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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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