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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

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

 

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Long-Term-Care Needs

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

Wedding Budget Calculator

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

Credit Card Payoff

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

Social Security Tax Estimator

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

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Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Saving for College 101

Here's a crash course on saving for college.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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