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
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
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What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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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.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
