Summer is coming down the home stretch now but there is still time to use our mid-year tax planning service to make sure you are on track heading into year-end. Tax season 2018 does not officially end until October 15, 2019 so if you haven't done so already, please get us any missing information that was requested by September 1, 2019. The laws are still changing so be sure to 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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Entrepreneurs all face the same question, “Which business structure should I adopt?”
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
What does the Tax Reform and Jobs Act mean for you?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What does your home really cost?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Are you ready for retirement? Here are five words you should consider.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Investors seeking world investments can choose between global and international funds. What's the difference?