At Dooley Tax and Financial Services, Inc., understand that knowledge is power. We want to help provide provide you with the tools you need to start making informed decisions right here on our site. Take a look at the articles, FAQs and Java calculators we've provided here and when you are ready to take that next step, contact us to set up an appointment. Our friendly financial professionals will guide you to a financial move that makes sense for your individual needs.

 
Business Owner
 Articles
  Benefits and retirement plans
  Starting a business
 Decision Tools
  Choosing an entity
  Transferring or selling a business
 FAQs
  Advertising a business
  Employee benefits and other issues
  Insurance coverage
  Starting a business
 
Education Planning
 Articles
  Education planning basics
 Decision Tools
  529 plans
  Evaluating college savings options
 FAQs
  529 plan basics
  529 plans: Tax issues
  Opening a 529 account
  Student loans
  Using or withdrawing 529 funds
 
Estate Planning
 Articles
  Estate planning basics
  Life insurance
 Decision Tools
  Business planning
  Estate planning basics
 FAQs
  Estate and gift tax
  Wills
 
Government Benefits
 Articles
  Medicare and Medicaid
 Decision Tools
  Social Security
 FAQs
  Social Security
 
Protection Planning
 Articles
  Annuities
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  Life insurance
 Decision Tools
  Annuities
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  General insurance topics
  Life insurance
 FAQs
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  General insurance topics
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  Life insurance
 
Retirement Planning
 Articles
  Health care issues
  Saving for retirement
 Decision Tools
  IRAs
  Retirement planning basics
 FAQs
  Employer-sponsored retirement plans
  Health care issues
  IRAs
  Saving for retirement
  Social Security
 
Tax Planning
 Articles
  General tax planning
 Decision Tools
  General tax planning
  Tax credits and deductions
 FAQs
  General tax planning
  Tax deductions
  Taxes and home ownership