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 Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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."
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
An increasing number have been developed to help individuals with their personal finances.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
The decision whether to buy or rent a home may have long-term implications.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
All about how missing the best market days (or the worst!) might affect your portfolio.
What is your plan for health care during retirement?
Women must be ready to spend, on average, more years in retirement than men.