Whether the day you stop working is a decade away or around the corner, these to-do items will help you retire on your own terms.

June, 2021

Ideally, you should start planning for retirement the day you receive your first paycheck. But in reality, most of us don’t focus on retirement until much later.

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Dan talks about a super-charged way to produce tax free income!

June, 2021

Many people know about their 401(k) perks, but their plan may have a hidden feature that allows for even more savings.

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I’m 54 years old with a substantial nest egg and can live on $40k a year — can I afford to retire?

April 3, 2021

Dan recently helped with some advice for someone who may have been concerned about the wrong issue. Don’t let the tax tail wag the dog.

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Can anyone afford to retire in Massachusetts?

August 26, 2020

You know you should have a will, but you keep stalling. No one likes to think about dying or about someone else raising their children.Spending your golden years in the Bay State comes at a steep price. Here are four ways to ease the sticker shock.

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Quit Stalling and Write a Will. These Tips Can Help You Get It Done

August 25, 2020

You know you should have a will, but you keep stalling. No one likes to think about dying or about someone else raising their children.

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How To Choose A Financial Advisor

August 11, 2020

Do you need help managing your money? If you’re like many Americans, you might need a hand. According to the National Financial Education Council, a lack of personal finance knowledge costs the average American $1,200 a year.

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My parents are unprepared for retirement — how can I help them?

August 7, 2020

I have a question about planning retirement for both me and my husband, as well as our parents. His parents are a bit more prepared for their retirement, but my parents aren’t as prepared.

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YOUR MONEY, YOUR FUTURE You may be able to use your Roth IRA to fund a home purchase. Here are the pros and cons

August 1, 2020

A Roth individual retirement account is often cited as a way to save for your golden years. It could also help you buy a house.

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What Is Fiduciary Duty?

July 28, 2020

Fiduciary duty is the requirement that certain professionals, like lawyers or financial advisors, work in the best financial interest of their clients.

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Has the coronavirus crisis depleted your cash savings? Here's what you should do before tapping your 401(k)

May 20, 2020

The coronavirus pandemic has upended the personal finances of millions of workers and their loved ones. And one recent trend is of particular concern.

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This is how much you need for retirement — and how COVID-19 will change that

May 20, 2020

The crisis has the potential to upend many Americans’ retirement plans.

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Steps To Take If Your Employer Stops Matching Your 401(k) Contribution

May 19, 2020

A growing number of companies and institutions have or are planning to stop matching contributions to their worker’s 401(k) plans as a result of the COVID-19 pandemic, according to recent reports.

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A retirement savings hack thanks to this year’s delayed deadline for filing tax return

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.

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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.

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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. 

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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. 

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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.

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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.

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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.

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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.

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What You Need to Know About 401(k) Matching Programs

March 18, 2019

Dan explains 401(k) employer matching

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Action Steps to Consider During your Employers Annual Open Enrollment

November 5, 2018

Dan explains the importance of open enrollment

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If you're 65 and still working, avoid pitfalls and maximize benefits

June 27, 2018

Dan outlines important considerations at age 65

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Something More with Chris Boyd Podcast

May 19, 2018

A wide ranging conversation with Dan Galli

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Hardly Working? Try Hardly Retiring

June 1, 2017

Dan talks about the "new" retirement

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Congratulations Dan Galli: Financial Planner of the Year

May 20, 2017

Dan Galli named “Financial Planner of the Year”

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