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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