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Toms River, New Jersey 08753

(732) 473-9100
Lou@gallipoliwealth.com

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Retiring in a Post-Pandemic World Retirement and Quality of Life Finding the Balance

Happy 2023 !  We are hoping you are having a healthy start to this new year. It's been over 1000 days since COVID-19 shut down our country. We are also hoping this tax season is NOT like the last three tax seasons.  We are back to being fully staffed and looking forward to helping our clients in all of the financial needs.

Again, we want you to stay aware of the scammers! They are out in force. 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.


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Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

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Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

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Tax-Advantaged Retirement Planning

Reduce your tax liability in retirement.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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This calculator will help determine whether you should invest funds or pay down debt.

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

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Use this calculator to estimate your capital gains tax.

Saving for Retirement

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Can I Refinance My Mortgage?

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

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Principles of Preserving Wealth

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Managing Your Lifestyle

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

5 Smart Investing Principles

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

Investment Strategies for Retirement

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

Long-Term-Care Protection Strategies

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An Inside Look at Retirement Living

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

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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Social Security: By the Numbers

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Have you explored all your options when it comes to managing your taxable income?

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