As 2018 is drawing to a close, we would like to thank our loyal clients for putting their trust in us. The tax legislation passed last December will have an impact on EVERY taxpayer for Tax Year 2018. As the new law is 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.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Around the country, attitudes about retirement are shifting.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
The item most homeowners forget on their home improvement project checklist is insurance.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Here are six flags that may make your tax return prime for an IRS audit.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
However exciting retiring abroad may sound, it deserves considerable planning.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
You’ve made investments your whole life. Work with us to help make the most of them.
Are you ready for retirement? Here are five words you should consider.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Why are 401(k) plans, annuities, and IRAs so popular?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How do the markets usually react to elections? Was the 2016 election any different?