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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

Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Bull and Bear Go To Market

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

 

Your Social Security Roadmap

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

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

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Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Social Security Tax Estimator

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

Long-Term-Care Needs

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

Lifetime of Earnings

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

Credit Card Payoff

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

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

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Risk Tolerance: What’s Your Style?

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

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Surprises

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

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

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