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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.

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The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Your Emergency Fund: How Much Is Enough?

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Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

 

Should You Borrow from Your 401(k)?

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Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

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Being healthy not only makes you feel good, it may also help you financially.

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Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

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There’s an alarming difference between perception and reality for current and future retirees.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

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Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

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