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
Helpful Content
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
View all articles 
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Retirement Redefined
Around the country, attitudes about retirement are shifting.