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
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.