Tax Season is in full swing, be sure to make your appointment soon! The biggest tax legislation in 30 years has been signed by the President. This legislation will have an impact on EVERY taxpayer in the next year. 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.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Gaining a better understanding of municipal bonds makes more sense than ever.
For homeowners who think their property taxes are too high, there are ways to appeal.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
Do you have causes that you want to support with donations? Here are three tips.
What does your home really cost?
There’s an alarming difference between perception and reality for current and future retirees.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are hundreds of ETFs available. Should you invest in them?