The Independence to Serve Your Unique Wealth Management Needs
At Coppola Wealth Management, we take pride in being different. The financial services industry is changing as rapidly and dramatically as the world changes. In the industry, with thousands of available products designed to help millions of people, status quo is no longer sufficient. We tailor our strategies to fulfill the needs of each client, taking a holistic approach that yields a unique strategy for each person on our client list. No two clients have the same concerns and no two clients should have the same solution.
We are an independent firm and independence equals nothing short of freedom. Assisting high net worth individuals, families, and small business owners with comprehensive financial planning and wealth management, we only offer objective advice and guidance.
Working with a select number of clients, we are committed to building trusted relationships that span generations. Based in Mount Laurel, New Jersey, we work with clients throughout the nation. We invite you to contact us today for a free 30-minute consultation, and to see if we are a good fit for one another.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Simple steps may help you foil hackers and protect your privacy.
Four vacation destinations you might never have thought of.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Smart investors take the time to separate emotion from fact.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here’s a crash course on saving for college.
With alternative investments, it’s critical to sort through the complexity.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.