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

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

 

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

View all articles arrow

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Rent vs Buy Calculator

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

How Long Will Your Money Last?

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

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

View all calculators arrow

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Stay Safe with a Business Owner's Policy

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

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Emerging Market Opportunities

What are your options for investing in emerging markets?

View all videos arrow