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
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
One way to find money is to examine your current spending habits and eliminate money wasters.
A change in your mindset during retirement may drive changes to your portfolio.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The item most homeowners forget on their home improvement project checklist is insurance.
Important items to consider when purchasing condo insurance.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Around the country, attitudes about retirement are shifting.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, cracking the code on bonds.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.