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
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.
Building Your Legacy
A four-step framework for building a personal legacy.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
As our nation ages, many Americans are turning their attention to caring for aging parents.
Understanding the value of a home warranty.
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.
Retirees traveling abroad need to know that their health insurance travels with them.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Even if you’re young and single, you should still consider protecting yourself.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
There are a few things to consider when buying or leasing your next vehicle.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It's easy to let investments accumulate like old receipts in a junk drawer.