Daniel J. Galli & Associates

We are financial planners. We help people figure out where they are going and how they’ll get there. Our goal is to help them make that happen.

[Daniel J. Galli & Associates @DJGAssociates]

Using Regret For Better Long-Term Decision Making
https://t.co/yjCy64Eqdd

[Daniel J. Galli & Associates @DJGAssociates]

Class Is in Session with New FPA President Dan Galli
https://t.co/9nPUe6pLDl

[Daniel J. Galli & Associates @DJGAssociates]

While the webinar focused on actions to take before year-end 2025, it also included insights on changes for 2026. The webinar is available to watch and share with others.
https://t.co/KCnJCBJo5V

[Daniel J. Galli & Associates @DJGAssociates]

What’s With The Ducks?
https://t.co/MP4QynF9H2

[Daniel J. Galli & Associates @DJGAssociates]

SECURE 2.0: Rethinking retirement savings
https://t.co/FSZ7DTKsxm

[Daniel J. Galli & Associates @DJGAssociates]

Understanding a Special Needs Trust and Its Benefits
https://t.co/7oj11m6DPA

[Daniel J. Galli & Associates @DJGAssociates]

What Can a Special Needs Trust Pay For?
https://t.co/BsmeJ7qmM7

[Daniel J. Galli & Associates @DJGAssociates]

What Is A Special Needs Trust?
https://t.co/AEvGpopH9r

[Daniel J. Galli & Associates @DJGAssociates]

These are the 4 most important new deductions that come with the OBBB, take advantage of them all
https://t.co/Ag1nxAmI5N

[Daniel J. Galli & Associates @DJGAssociates]

How to Start a Business in 15 Steps
https://t.co/dMsWX8yUce

[Daniel J. Galli & Associates @DJGAssociates]

Don't miss our year-end webinar on Thursday, December 11, at noon EST. View our Promo: https://t.co/vbN1qCnaV0 Now!
Register Now: https://t.co/L9qOcGE318

[Daniel J. Galli & Associates @DJGAssociates]

How to Calculate Your Credit Utilization Ratio
https://t.co/gZAtCLQn3q

[Daniel J. Galli & Associates @DJGAssociates]

Join us Thursday, December 11, 2025 for our Webinar - Year-End 2025 In Review: Cool and Important Stuff to Know for Year's End
https://t.co/L9qOcGE318

[Daniel J. Galli & Associates @DJGAssociates]

Financial expert warns young Americans against ‘buy now, pay later’ plans as shopping tactic growing in popularity
https://t.co/waZpL9nAgc

[Daniel J. Galli & Associates @DJGAssociates]

What Benefits Are Covered by Medicare?
https://t.co/aGrP30VB7N

[Daniel J. Galli & Associates @DJGAssociates]

What is Vesting?
https://t.co/5FvzjDBn8s

[Daniel J. Galli & Associates @DJGAssociates]

9 Last-Minute Thanksgiving Vacation Ideas
https://t.co/jxkeqaaShW

[Daniel J. Galli & Associates @DJGAssociates]

Whether you missed our webinar Paying for College: Financial Complexities and Other Considerations for Families or would like to rewatch it.
https://t.co/ktPe7RyAY9

[Daniel J. Galli & Associates @DJGAssociates]

What Is a Qualified Charitable Distribution (QCD)?
https://t.co/cRSMQUbuZD