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 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 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.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Understanding how capital gains are taxed may help you refine your investment strategies.
A change in your mindset during retirement may drive changes to your portfolio.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
If you died, what would happen to your email archives, social profiles and online accounts?
Have you explored all of your choices when it comes to managing your taxable income?
Investors seeking world investments can choose between global and international funds. What's the difference?
Even low inflation rates can pose a threat to investment returns.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.