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
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Five creative (and inexpensive) ideas for motivating your employees.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Read this overview to learn how financial advisors are compensated.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Your credit score may influence how much you pay for auto and home insurance.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
It's easy to let investments accumulate like old receipts in a junk drawer.
Even low inflation rates can pose a threat to investment returns.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
$1 million in a diversified portfolio could help finance part of your retirement.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Have you explored all your options when it comes to managing your taxable income?