Broker Check
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?


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

Annuity Comparison

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Wedding Budget Calculator

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

 

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

View all articles arrow

Long-Term-Care Needs

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

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Comparing Investments

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

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

View all calculators arrow

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Surprises

Making the most of surprises is a great reason to work with us.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

View all videos arrow