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.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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. 

Read More

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. 

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

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

March 18, 2019

Dan explains 401(k) employer matching

Read More

Action Steps to Consider During your Employers Annual Open Enrollment

November 5, 2018

Dan explains the importance of open enrollment

Read More

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

June 27, 2018

Dan outlines important considerations at age 65

Read More

Something More with Chris Boyd Podcast

May 19, 2018

A wide ranging conversation with Dan Galli

Read More

Hardly Working? Try Hardly Retiring

June 1, 2017

Dan talks about the "new" retirement

Read More

Congratulations Dan Galli: Financial Planner of the Year

May 20, 2017

Dan Galli named “Financial Planner of the Year”

Read More