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2025 TAX APPOINTMENTS

WE ARE NOW TAKING APPOINTMENTS FOR THE 2025 TAX SEASON.
PLEASE OPEN THE "2024 QUESTIONNAIRE TAB" AT THE TOP OF THE PAGE.
THE LETTER WILL EXPLAIN THIS YEARS' PROCESS ON HOW TO PROCEED.



BEGINNING FEBRUARY 1st, 2025, OUR HOURS WILL BE:

MONDAY-THURSDAY 9AM-7PM

FRIDAY 9AM-5PM

SATURDAY 10AM-4PM




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 Tax Estimator

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

My Retirement Savings

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Comparing Investments

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

 

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

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Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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