Articles

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.

"Dan Galli, CFP | Jul 13, 2021

A Strategy to Mitigate a Severe Market Decline in the Early Years of Retirement

One dynamic that retirees often eventually face is the realization that they will have to draw on their newly-available retirement accounts, either for annual

Karen Van Voorhis, CFP | Jul 9, 2021

The Basics of ABLE Accounts

ABLE stands for Achieving a Better Life Experience. ABLE accounts were created via federal legislation commonly known as The ABLE Act, which was passed in 2014

Dan Galli, CFP | Jun 21, 2021

The Basics of Health Savings Accounts

Health Savings Accounts (HSAs) offer a unique opportunity for both increased savings and tax reduction.

Dan Galli, CFP | Jun 17, 2021

How Our Stuff Passes When We Die

As part of our financial planning process, we review and discuss beneficiary designations when we review a client’s estate plan. People are often unclear about

Karen Van Voorhis, CFP | Feb 10, 2021

DIGITAL ASSETS – DO YOU HAVE ACCESS?

The rapid increase in usage of digital devices and the internet over the past 20 years, has, for all the benefits, created a huge additional burden on partners

Dan Galli, CFP | Oct 9, 2020

Why the rule of thumb about needing 70% of pre-retirement income may not work

How much money will I need to accumulate in order to retire comfortably? Will I have enough money to retire? How can I avoid running out of money?

Karen Van Voorhis, CFP | Aug 14, 2020

Using Regret For Better Long-Term Decision Making

When should I get into the markets? When should I get out? What will the rest of this year look like?

Karen Van Voorhis, CFP | Jul 13, 2020

Five Ideal Summer Action Items

Even though the summer of 2020 hasn’t panned out the way many of us had hoped – limited travel, ongoing health precautions, etc. – the shift to summer can be a

Dan Galli, CFP | Jul 13, 2020

THE STOCK MARKET: WHERE IS IT GOING?

What’s the Real Question? Over the years, I’ve heard many people ask, “Where is the stock market going?” And I’ve heard a multitude of answers that range

Karen Van Voorhis, CFP | Apr 8, 2020

CARES Act

As you’ve probably heard by now, the Coronavius Aid, Relief, and Economic Security Act (the CARES Act) is a $2 trillion federal economic rescue package that has

Karen Van Voorhis, CFP | Apr 8, 2020

Silver Linings When The Market Is Down

We know that it’s been an unnerving few weeks in the markets, and that staying the course can be difficult. A suppressed stock market can present a few

Karen Van Voorhis, CFP | Mar 18, 2020

Why Staying The Course Is Important

I am not normally a fan of Jim Cramer, the loud, stock-picking host of CNBC’s “Mad Money.” That said, he recently had a sensible reflection about the recent