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.

Lease Payment

How much would your monthly lease payment be?

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.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Is College Around the Corner?

Personal financial decisions can affect the amount of aid a student might receive from the government and/or a college.

IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

Considering UITs

An overview of UITs with a focus on some important factors to understand when adding UITs to a portfolio.

Small Business Owners Deserve a Vacation

Some tips for fitting a personal vacation into business plans and helping the business run efficiently.

More Newsletters →