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.
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Helpful Content
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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.
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Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.