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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
It's important to understand the pros and cons when considering a prepaid debit card.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
A four-step framework for building a personal legacy.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Around the country, attitudes about retirement are shifting.
Are you ready for retirement? Here are five words you should consider.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here is a quick history of the Federal Reserve and an overview of what it does.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.