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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

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Inflation & Retirement

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

 

The Big Picture– Cracking Open a Six Pack

Knowing your risks is essential when making investment decisions and exit decisions.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

College Savings with Life Insurance

How can Life Insurance play a role in your college savings strategy?

The Basics of Investing

What’s the connection between cars and financial management?

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

12 Days of Saving Tips

Having a set of savings tips to refer to can help make your short-term and long-term financial outlook merry and bright.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

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.

Surprises

Making the most of surprises is a great reason to work with us.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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