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
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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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.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
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?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
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.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.