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

Well, it has been a cold and fast start to Tax Season 2026. If you haven't heard, the Big Beautiful Bill has changed the tax landscape. Most of these tax law changes are retroactive and will be implemented on your 2025 tax returns.  The IRS is open and accepting electronically filed returns at this time. Please call our office soon if you'd like an in person appointment for March as we are almost at full capacity for in person at this time.  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

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

 

Retirement & Rising Costs: Managing Inflation Risk

Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

View all articles arrow

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

View all calculators arrow

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

What to Do When You Lose Your Wallet

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

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

View all videos arrow