Summer is in full swing and we've crossed the halfway mark on Tax Year 2019. Now is a great time to use our mid-year tax planning service to make sure you are on track heading into year-end. Tax season 2018 does not officially end until October 15, 2019 so if you haven't done so already, please get us any missing information that was requested. The laws are still changing so be sure to follow us on Twitter @gallipoliwealth or "like and follow us" on our Gallipoli Wealth Management Facebook page. We hope you see the value in working with us to pursue your financial goals. We remind you that our firm has proudly served the Jersey Shore and its surrounding areas for over 40 years. Lou Gallipoli, Sr. built the firm based on trust and integrity. Our firm specializes in wealth management, tax planning and income & estate tax preparation.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
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It's important to make sure your retirement strategy anticipates health-care expenses.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What’s the deal with your yearly free credit report?
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The decision whether to buy or rent a home may have long-term implications.
2018 could be shaping up to be an interesting year.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
What are your options for investing in emerging markets?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.