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2020 TAX APPOINTMENTS

WE ARE NOT TAKING APPOINTMENTS FOR THE 2020 TAX SEASON.
PLEASE OPEN THE '2020 QUESTIONNAIRE TAB' AT THE TOP OF THE PAGE.
THE LETTER WILL EXPLAIN THIS YEARS' PROCESS ON HOW TO PROCEED.

FOR MORE INFORMATION CLICK HERE



BEGINNING TUESDAY JUNE 1, 2021 OUR HOURS WILL BE:

MONDAY-FRIDAY 9AM - 3PM

Your Partner for Success

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Campanile & Associates, LLC, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

Helpful Content

Managing Your Lifestyle

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Can I Refinance My Mortgage?

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

 

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Rightsizing for Retirement

What does your home really cost?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Saving for College 101

Here’s a crash course on saving for college.

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