About D’Angelis Wealth Management
D’Angelis Wealth Management is committed to helping clients seek to create and preserve wealth. We attribute our success to our training, but more importantly, to the personalized approach we take with each client. We employ a unique and very precise advisory process that is tailored to the individual clients concerns and aspirations so together we can help them work towards their long term goals. We are dedicated to work with our clients as we would work with our own family. We aspire to build strong long lasting relationships built on trust, integrity and world class client service. Our goal is to work toward creating strong relationships with our clients that allow them to help structure investment portfolios that attempt to invest prudently, preserve wealth and secure a great lifestyle tomorrow by addressing their finances today.Read More
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Knowing the rules may help you decide when to start benefits.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A change in your mindset during retirement may drive changes to your portfolio.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
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
A quick history of the Federal Reserve and overview of what it does.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that home, you invested that money?
With alternative investments, it’s critical to sort through the complexity.