Broker Check

 
 
11 Allen Street
Toms River, New Jersey 08753

(732) 473-9100
Lou@gallipoliwealth.com

Twitter

The Facts About Income Tax Inflation and Your Portfolio Retirement and Quality of Life Finding the Balance

Summer has come and gone here at the Jersey Shore. We are steaming toward Tax Season 2027. But before we get there, we are finishing up the extended returns from Tax Year 2025. We suggest you call our office in December to secure your in person appointment for the upcoming tax season.   We thank you all for your continued support of our family business. 

Again, we want you to stay aware of the scammers! They are out in force. The IRS, NJ or Social Security will NOT email or call you asking for bank information.  Do not click on any emails from an alleged government agency or bank. We strongly suggest deleting all emails asking for information or asking you to download or open a document. 


Helpful Content

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

 

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Make the Most of Retirement Without Losing Sight of the Plan

Spending in retirement is about knowing which purchases bring real satisfaction and which just cost money.

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

View all articles arrow

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

College Savings

See how much you may need to save now to cover future college costs for your child.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

View all calculators arrow

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

View all videos arrow