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Guidance that can help you understand and better define your financial goals.

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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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Helpful Content

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Orchestrating Your Retirement Accounts

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Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

4 Reasons for the Return of Market Volatility

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

 

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Tax Management Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

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

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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What does your home really cost?

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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