Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “less stress” retirement. At DiPaolo Financial Group, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients navigate the many challenges of the financial decisions that can affect their retirement. 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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Bonds may outperform stocks one year only to have stocks rebound the next.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
When considering life insurance, it's important to understand your options.
As our nation ages, many Americans are turning their attention to caring for aging parents.
One way to find money is to examine your current spending habits and eliminate money wasters.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Understanding the cycle of investing may help you avoid easy pitfalls.
Why are 401(k) plans, annuities, and IRAs so popular?
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.