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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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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Car Affordability

How much can you afford to pay for a car?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Disability Income Insurance

How much Disability Income Insurance do you need?

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