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?

Lease Payment

How much would your monthly lease payment be?

Cash Flow Analysis

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

Lifetime Earnings

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

More Calculators →

Imagining Your Retirement

Key points to consider as you envision your retirement and work to make your dreams come true.

Small-Business Borrowing Update

Common financing options that small businesses often rely on to run their operations or finance expansion.

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.

Health-Care Update

Information about the Affordable Care Act’s employer mandate for small businesses, including tax credits and SHOP.

More Newsletters →