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.
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The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
It's important to understand how inflation is reported and how it can affect investments.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
With alternative investments, it’s critical to sort through the complexity.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.