Broker Check

 
 
11 Allen Street
Toms River, New Jersey 08753

(732) 473-9100
Lou@gallipoliwealth.com

Twitter

Keeping Up with the Joneses When Markets React Understanding the SECURE Act

Our tax season is in full swing here at Gallipoli Wealth. The IRS has started accepting electronically submitted returns and our team is happy to see our clients in person again.  There are too many changes to list but our team is prepared and ready to take on the challenge.

If we are restricted by mandate in seeing each other face to face, we believe we have a great plan to mitigate this inconvenience.  

Please be aware of the scammers! They are out in force at this difficult time. The IRS will NOT email or call you asking for bank information. Most importantly, remember to check our social media platforms on Facebook and Twitter for the most up to date information.

Thank you for the understanding and God Bless America.


Helpful Content

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

 

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

View all articles arrow

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

View all videos arrow