Summer is coming down the home stretch now but there is still time to use our mid-year tax planning service to make sure you are on track heading into year-end. Tax season 2018 does not officially end until October 15, 2019 so if you haven't done so already, please get us any missing information that was requested by September 1, 2019. The laws are still changing so be sure to 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.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that are important to keep in mind.
Gaining a better understanding of municipal bonds makes more sense than ever.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Purchasing homeowners insurance is critical for protecting your home.
In the face of divorce, making changes to insurance coverage may be overlooked.
Five creative (and inexpensive) ideas for motivating your employees.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
$1 million in a diversified portfolio could help finance part of your retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here’s a crash course on saving for college.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here’s a quick guide to checking to see if you have unclaimed money.