Tax Season Part One is now in the books. For those of you who needed an extension, you can now call our office to make that appointment to meet. For others who needed an after tax season financial check-up, please call for your appointment time soon. 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.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Lifestyle considerations in creating your retirement portfolio.
Healthy habits are one of the greatest gifts to give your child.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
It's easy to let investments accumulate like old receipts in a junk drawer.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Three things to consider before dipping into retirement savings to pay for college.
It’s never a bad time to speak with your financial advisor about changes in your situation.