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
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.