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
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
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.
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Surprises
Making the most of surprises is a great reason to work with us.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
When Markets React
When markets shift, experienced investors stick to their strategy.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.