Happy New Year ! Boy how time flies, Calendar Year 2019 should prove to be an interesting one in the tax world. First, we would like to thank our loyal clients for putting their trust in us. As the new tax laws are dissected, it is important to stay informed on the changes that will affect you the most. To keep up with these changes, you can 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.
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Making Sense Of A Home Warranty
Understanding the value of a home warranty.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
One way to find money is to examine your current spending habits and eliminate money wasters.
Life insurance proceeds are generally tax-free. But not in all cases.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
It's important to understand how inflation is reported and how it can affect investments.
A change in your mindset during retirement may drive changes to your portfolio.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
2018 could be shaping up to be an interesting year.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?