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.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Good employee health can be great for the company’s bottom line.
Explore the growing influence women wield over the economy with this handy infographic.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Beware of these traps that could upend your retirement.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Couples may be able to head off many of the problems in a marriage that money can cause.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Investors seeking world investments can choose between global and international funds. What's the difference?