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Galleon Wealth Management

Optimizing Health Care Costs

How to anticipate and prepare Have you considered expected healthcare costs in your retirement plan? According to a model we developed in partnership with Mercer Health & Benefits, average health care costs, even with Medicare, can exceed $5,000 per year. * Although costs vary from person to person, it is possible to estimate your [...]

Optimizing Health Care Costs2026-07-30T03:55:52-04:00

IRA Tax Optimization

Recently, many of my clients have come to me with questions about converting to a Roth IRA. Moving money from a traditional IRA to a Roth IRA (often referred to as the “pay taxes now or later” debate) presents some complications. It's also irreversible, so it's understandable that many investors struggle to make the [...]

IRA Tax Optimization2023-12-25T05:59:08-05:00

Caring for elder family members: cognitive decline

• September 10, 2021 Investing in life events family and relationships health care individual high net worth According to Vanguard's recently published research article The Risks of Cognitive Recession, deciding when to relinquish financial control is critical to planning for a cognitive recession and can have significant implications for investors: Investor awareness and preparation. [...]

Caring for elder family members: cognitive decline2026-07-30T03:54:41-04:00

Understanding Retirement Risks

Before you retire, consider the risks you may face and how you can prepare for them. After decades of carefully balancing family, work, and physical and mental health, retirement should be a relaxing and well-deserved reward for a lifetime of hard work doing all the fun things you imagined. Here's how a Vanguard personal [...]

Understanding Retirement Risks2026-07-30T03:54:06-04:00

Is Early Retirement Right For You?

I love my work. I love the team members I work with at the Vanguard Arizona campus and enjoy developing personal relationships with customers. But the best part of me as a financial advisor is telling clients they can retire earlier. In the United States, the average retirement age is 63 for women and [...]

Is Early Retirement Right For You?2026-07-30T03:53:53-04:00

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