(function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){ (i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o), m=s.getElementsByTagName(o)[0];a.async=1;a.data-privacy-src=g;m.parentNode.insertBefore(a,m) })(window,document,'script','https://www.google-analytics.com/analytics.js','ga'); ga('create', 'UA-145070076-1', 'auto'); ga('send', 'pageview');
Galleon Wealth Management

Retirement Withdrawal Optimization

How to know how much you can spend Self-control is a personal trait that can make a person an excellent saver, but paradoxically, it can put them in difficulty when it comes time to dip into those savings. Numerous studies, including ours*, show that wealthy retirement investors typically don't spend much of their retirement [...]

Retirement Withdrawal Optimization2023-12-25T05:51:15-05:00

Social Security Retirement Income Optimization

What comes to mind when you hear the words "social security benefits"? Maybe you're curious about the future of Social Security or worried about its availability when you start claiming it. Some of my clients wonder why we bother to incorporate this into their financial plans. While there have been some disturbing headlines, I'm [...]

Social Security Retirement Income Optimization2023-12-25T05:58:20-05:00
Go to Top