Information contained in these articles was not created or endorsed by AIC, AAS or their representatives. Individual contributors quoted within, other than Karen Van Voorhis or Daniel Galli, are not affiliated with or under the supervision of AIC or AAS and their views and opinions may not necessarily reflect the views and opinions of AIC, AAS or their representatives.
How Secure 2.0 Is Shaping Advice to Clients: Advisors' Advice
How the SECURE Act 2.0 may affect you this year
8 Common Estate Planning Mistakes
Karen chimes in about the importance of understanding what your trust is supposed to do.
There’s still time to reduce your 2022 tax bill with these last-minute moves
Karen points out that harvesting losses for a tax deduction can be a silver lining to the 2022’s market slump
More companies are offering an after-tax 401(k) option to big savers. Here’s how to use it
Dan provides commentary about the benefits of after-tax 401k plan contributions for aggressive savers.
DJG leading the way
Advice-only fees gain traction as advisers opt out of managing client portfolios
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.
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.
Dan talks about a super-charged way to produce tax free income!
Many people know about their 401(k) perks, but their plan may have a hidden feature that allows for even more savings.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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”