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
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
It's important to make sure your retirement strategy anticipates health-care expenses.
What kind of auto insurance should you have? Do you know?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
It's easy to let investments accumulate like old receipts in a junk drawer.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What if instead of buying that home, you invested that money?