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.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
To choose a plan, it’s important to ask yourself four key questions.
Ascertaining the value of your business is important for a variety of reasons.
Understanding how a stock works is key to understanding your investments.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
$1 million in a diversified portfolio could help finance part of your retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are things you can do to keep yourself safe when you lose your wallet.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Here are five facts about Social Security that might surprise you.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?