Summer at the Jersey Shore is over and Fall has begun. With that, the 2015 tax filing season is finally over. We now begin our year-end tax planning appointments. 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.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Interest Rates: How Low Can They Go?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
How to help determine life insurance needs to provide for your family after you pass away.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
For many, retirement includes contributing their time and talents to an organization in need.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Learn when it may not make sense to file a claim on your home insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
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.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Recent changes in estate tax laws could affect the strategy you have in place.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Even low inflation rates can pose a threat to investment returns.