As we near the end of Tax Season 2017, it is imperative to get any missing information to our office immediately. Please remember that a filed extension is for "filing purposes only" and is NOT an extension to pay your taxes. As the new administration attempts to change the laws at a rapid pace, it will be extremely important to review your tax saving strategies early in 2017. 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.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Retirees traveling abroad need to know that their health insurance travels with them.
Five phases to changing unhealthy behaviors.
Good employee health can be great for the company’s bottom line.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Are you ready for retirement? Here are five words you should consider.
$1 million in a diversified portfolio could help finance part of your retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Taking your Social Security benefits at the right time may help maximize your benefit.