Understanding Today’s Financial Environment
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Dowling Financial Services & Wealth Management, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.Contact Us
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
To choose a plan, it’s important to ask yourself four key questions.
Here are some simple and inexpensive energy-saving tips that may help you save money.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Apps that help small business owners better manage and grow their business.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The importance of life insurance, how it works, and how much coverage you need.
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.
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.
There are some smart strategies that may help you pursue your investment objectives
There are hundreds of ETFs available. Should you invest in them?
With alternative investments, it’s critical to sort through the complexity.
You’ve made investments your whole life. Work with us to help make the most of them.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Understanding the cycle of investing may help you avoid easy pitfalls.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.