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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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Confident Retirement Planning


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 

Explains how future tax rules may impact deductibility of charitable donations.

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Encourages proactive dialogue to ensure financial well-being of aging parents.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

This calculator can help you estimate your annual federal income tax liability.

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

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