Preparing TODAY helps ensure your Financial Future TOMORROW

Mattioli & Associates will quickly become your go-to for 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 help educate you about 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.

I'd also like to take this opportunity to introduce  a program with Mass Mutual called LifeBridge. To learn more .. just click on the link below.

What’s LifeBridge?

A program that helps the children of eligible families in need afford an education in the event a parent or guardian were to pass away. Learn more from the list below:

  • In the past ten years, LifeBridge has provided more than $625 million in free life insurance coverage — with an ultimate goal of $1 billion.

  • MassMutual’s LifeBridge program offers the opportunity for a free, $50,000 ten-year term life insurance policy to eligible parents or guardians who qualify to apply. MassMutual pays the premiums.

  • A trust1 ensures the policy’s benefit is used solely for education purposes, including tuition, fees, books, campus room and board, and even
    school loans.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Cash Flow Analysis

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

S Corp vs. C Corp

From time to time businesses may want to revisit whether the current organizational structure is meeting its needs.

HOT TOPIC: Housing Trends – New Rules Could Revive Recovery

Current housing trends, the role of the government in the housing-finance market, and what changes could mean.

Catch Up for a More Comfortable Retirement

Workers aged 50 and older can give their retirement savings a boost by taking advantage of catch-up contributions.

The Appeal of Exchange-Traded Funds

Almost half of investors consider themselves “novices” when it comes to ETFs. This article explains how ETFs work.

More Newsletters →