A retirement savings hack thanks to this year’s delayed deadline for filing tax returns
March 30, 2020
The government’s decision to delay the deadline for filing 2019 tax returns allows some people to hold on to cash they may need. It could potentially help Americans’ retirement savings too.
Ten Experts on What They’re Telling Their Clients and Students
March 13, 2020
From financial advice to work-related issues to outdoor activities, some guidance on how to cope with coronavirus in our day-to-day lives.
3 trends that could change your retirement plans in 2020
January 3, 2020
Our director of financial planning Karen Van Voorhis points out the merits of Health Savings Accounts in this article about retirement trends for 2020.
What should older investors do if they're worried about the stock market? Financial planners weigh in
September 3, 2019
Dan Galli and Karen Van Voorhis both made an appearance in this front-page Boston Globe story about how Baby Boomers should handle the ups and downs of the stock market.
Baby Boomers are giving financial help to their grown children. What's healthy, what's not
August 29, 2019
Our Director of Financial Planning, Karen Van Voorhis, has a good idea about Roth IRAs for young adults, in this article about how Baby Boomers can help their adult children.
Women whose spouses control the finances may be putting themselves, and their families at risk
July 6, 2019
In this InvestmentNews article, Karen Van Voorhis describes her work with a woman whose husband died and left her with an incomplete picture of their tax situation.
Ways to Make Your Financial Advisors Life Easier
April 25, 2019
US News & World Report asked Karen Van Voorhis and other advisors about how you can be a better client.
Starting a new job? How to take charge of your 401(k)
April 12, 2019
Karen Van Voorhis, our Director of Financial Planning, contributes to this article about how to make the best decisions about your new retirement plan, once you’ve landed in a new job.
What You Need to Know About 401(k) Matching Programs
March 18, 2019
Dan explains 401(k) employer matching
Action Steps to Consider During your Employers Annual Open Enrollment
November 5, 2018
Dan explains the importance of open enrollment
If you're 65 and still working, avoid pitfalls and maximize benefits
June 27, 2018
Dan outlines important considerations at age 65
Something More with Chris Boyd Podcast
May 19, 2018
A wide ranging conversation with Dan Galli
Hardly Working? Try Hardly Retiring
June 1, 2017
Dan talks about the "new" retirement
Congratulations Dan Galli: Financial Planner of the Year
May 20, 2017
Dan Galli named “Financial Planner of the Year”