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 unbiased 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, including New Jersey, Delaware, New York, Pennsylvania, and Florida. 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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
One of the most common questions people ask about Social Security is when they should start taking benefits.
When you’re married and have children, insurance needs will be different.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Building wealth requires protection from the forces of wealth destruction.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The market is as unpredictable as the weather. We’d love to help you prepare.
It's easy to let investments accumulate like old receipts in a junk drawer.
Taking your Social Security benefits at the right time may help maximize your benefit.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A special needs trust helps care for a special needs child when you’re gone.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.