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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

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

Optimize Your Retirement Income Strategy

At first glance : Retirement income resources and strategies are available to help you achieve your goals and mitigate retirement risks. Start thinking about your retirement today. For many, retirement comes with a sigh of relief – after years of hard work, you can finally relax and reap the rewards of your labor. One [...]

Optimize Your Retirement Income Strategy2026-07-30T03:54:59-04:00

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

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