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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Here are six flags that may make your tax return prime for an IRS audit.
Knowing your options when a CD matures can help you make a sound investment decision.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you know these three personal finance sayings?
When do you need a will? The answer is easy: Right Now.
What is your plan for health care during retirement?