Skip to main content
menu
  • Home
  • Your Team
    • Team Members
    • What’s With The Ducks?
  • Where Are You Now?
    • Starting Out
    • On Your Way
    • Ready to Retire
    • I’m a Teacher
  • How We Help
    • Financial Planning
    • Retirement Planning
    • Investment Philosophy
    • Investment Process
    • Insurance
  • Library
    • Webinars
    • Articles
    • Newsletter
    • In the News
    • Videos
  • Resources
    • Featured Links
    • Financial Calculators
    • Teacher
    • eMoney
  • Contact
  • Client Access
  • 2023 Webinar Series

Featured Links

Schedule Time With Dan

Schedule Time With Karen

Access Your Account

Newsletter Sign-up

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

RETIREMENT

  • Social Security Administration
  • Your Social Security Account
  • AARP
  • Center for Retirement Research
  • IRS Publication 590 on IRA distributions:

HEALTH CARE/HSAs

  • Medicare
  • IRS Publication 969 on HSAs
  • IRS Publication 502 on qualified medical expenses

TAXES

  • Internal Revenue Service
  • Massachusetts Department of Revenue
  • Massachusetts Society of CPAs

COLLEGE PLANNING & STUDENT LOANS

  • Saving for College
  • The College Solution
  • Federal Student Aid

UNCLAIMED FUNDS

  • Unclaimed property for Massachusetts residents
  • Unclaimed property held by the federal government

CREDIT SCORES

  • TransUnion
  • Experian
  • Equifax
  • Eversafe

PASSWORD MANAGEMENT

  • Dashlane
  • LastPass

DISABILITY

  • Supplemental Security Income
  • Social Security Disability Insurance
  • ABLE National Resource Center
  • American Association of People with Disabilities
  • Council for Disability Awareness

BUDGETING, BANKING, & CASH FLOW

  • Mint
  • You Need a Budget
  • Bankrate

ESTATE PLANNING

  • The Conversation Project
  • For “Downton Abbey” fans
  • Everplans

AGING

  • Aging Life Care Association
  • Aging with Dignity
  • Senior Living

DIVORCE

  • Vesta

 

Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our firm cannot be responsible for the content of any of the above links.

Contact

Phone: 781-878-2322
Fax: 781-878-6618
info@djgalli.com

     

Client Login ›

Address

101 Longwater Circle Suite 203

Norwell, MA 02061

USA

Daniel J. Galli offers products and services using the following business names: Daniel J. Galli & Associates - insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC - securities and investments | Ameritas Advisory Services (AAS) - investment advisory services. AIC and AAS are not affiliated with Daniel J. Galli & Associates or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

Licensed for insurance sales in MA, RI, ME, SC, FL, AZ and WA.

 

 

© 2023 Daniel J. Galli & Associates All rights reserved.