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Galleon Wealth Management

Retirement Tax Strategy Optimization

When you think about your future retirement, there are many things to consider. This article focuses on retirement tax strategy optimization, and why it's important to think about how your different sources of income, such as Social Security or a pension, retirement accounts, and other assets, will interact. During retirement, your tax bracket may [...]

Retirement Tax Strategy Optimization2023-12-25T05:29:33-05:00

Questions About Social Security

For most Americans, Social Security is an important source of retirement income. In fact, the Social Security Administration (SSA) reports that Social Security benefits make up about 33% of a retiree's income. * Many people see when to start taking Social Security as an easy decision — and unsurprisingly, many choose to enroll as [...]

Questions About Social Security2023-12-25T05:55:40-05:00

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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