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

Finally ! We made it to 2021. Let us hug our loved ones a little tighter and pray for a happy and healthy new year. This tax season will be like none other. Tax filings have already been delayed until February 12th. This means although we can prepare the return, the IRS and NJ will not accept the return until mid-February. There are too many changes to list but our team is prepared and ready to take on the challenge.

We can't wait to resume our normal face to face operations this upcoming tax season. 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

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The SECURE Act

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

 

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

View all articles arrow

Inflation & Retirement

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

Can I Refinance My Mortgage?

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Contributing to an IRA?

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

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

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

View all presentations arrow

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.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

View all videos arrow