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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.

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Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Your Social Security Roadmap

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Retiree Health Care Coverage Overseas

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

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Debt-to-Income Ratio Calculator

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

My Retirement Savings

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

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

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Saving for College 101

Here's a crash course on saving for college.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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