Happy New Year from all of us at Gallipoli Wealth Management. Believe it or not, tax season is in full swing. Our calendar is open so feel free to call to make your appointment as soon as you can. 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. To keep up with the ever changing economic and tax landscape, you can follow us on Twitter @gallipoliwealth or "like us" on our Gallipoli Wealth Management Facebook page. We hope you see the value in working with us to pursue your financial goals.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Regardless of how you approach retirement, there are some things about it that might surprise you.
How long does a $20 bill last?
Simple steps may help you foil hackers and protect your privacy.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What’s the deal with your yearly free credit report?
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.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
There’s an alarming difference between perception and reality for current and future retirees.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How will you weather the ups and downs of the business cycle?