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Posts by Bill Gallagher

About Bill Gallagher

Bill Gallagher, CFP®, MPAS® is a Senior Planner with Zynergy Retirement Planning, LLC, a financial planning specializing in working with mature adults over 50 years old.

Bill holds the Certified Financial Planner designation and the Master Planner Advanced Studies designation, through the College for Financial Planning. Bill is also a member of the Financial Planning Association (FPA).

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Reevaluating Risk Tolerance And Investment Strategy For 2025 | Zynergy Retirement Planning
Financial Advisors

Reevaluating Risk Tolerance And Investment Strategy For 2025 -

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7 Financial Planning Tips for Year-End | Zynergy Retirement Planning
Financial Advisors

7 Financial Planning Tips for Year-End -

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The Crucial Role of a Retirement Budget | Zynergy Retirement Planning
Retirement Planning

The Crucial Role of a Retirement Budget -

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Retirement Savings Goals by Age | Zynergy Retirement Planning
Retirement Planning

Retirement Savings Goals by Age -

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Utilizing Beneficiary Designations to Ensure the Orderly Transfer of Assets | Zynergy Retirement Planning
Financial Advisors, Personal Finance

Utilizing Beneficiary Designations to Ensure the Orderly Transfer of Assets -

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Using Qualified Charitable Distributions to Help Reduce Income Tax in Retirement | Zynergy Retirement Planning
Financial Advisors, Retirement Planning

Using Qualified Charitable Distributions to Help Reduce Income Tax in Retirement -

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Six Ways to Spring Clean Your Finances | Zynergy Retirement Planning
Financial Advisors, Personal Finance

Six Ways to Spring Clean Your Finances -

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What to Know about FDIC Insurance and Coverage Limits | Zynergy Retirement Planning
Personal Finance

What to Know about FDIC Insurance and Coverage Limits -

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6 Important Tax Forms for Retirees | Zynergy Retirement Planning
Retirement Planning

6 Important Tax Forms for Retirees -

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Show Your Finances Some Love this Valentine’s Day | Zynergy Retirement Planning
Financial Advisors, Personal Finance

Show Your Finances Some Love this Valentine’s Day -

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FAQ: Medicare Part B While Working Past Age 65?  | Zynergy Retirement Planning
Personal Finance, Retirement Planning

FAQ: Medicare Part B While Working Past Age 65?  -

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SECURE Act 2.0: Changes to Required Minimum Distribution Rules | Zynergy Retirement Planning
Personal Finance, Retirement Planning

SECURE Act 2.0: Changes to Required Minimum Distribution Rules -

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FAQ: The Santa Claus Rally | Zynergy Retirement Planning
Financial Advisors

FAQ: The Santa Claus Rally -

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FAQ: Sources of Retirement Income | Zynergy Retirement Planning
Retirement Planning, Retirement Questions, Wealthy Retiree Blog Series

FAQ: Sources of Retirement Income -

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Equity Compensation Guide | Zynergy Retirement Planning
Equity Compensation, Financial Advisors, Personal Finance

Equity Compensation Guide -

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FAQ: What Age Should I Retire? | Zynergy Retirement Planning
Personal Finance, Retirement Planning, Retirement Questions

FAQ: What Age Should I Retire? -

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5 Strategies for Retirees During a Recession | Zynergy Retirement Planning
Financial Advisors, Personal Finance, Retirement Planning

5 Strategies for Retirees During a Recession -

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4 Tips to Fall into Savings | Zynergy Retirement Planning
Financial Advisors, Personal Finance

4 Tips to Fall into Savings -

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FAQ: Equity Compensation, and the 83(b) Election | Zynergy Retirement Planning
Equity Compensation, Financial Advisors, Personal Finance

FAQ: Equity Compensation, and the 83(b) Election -

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FAQ: Can You Expect to Receive Dividends on Your Equity Compensation? | Zynergy Retirement Planning
Equity Compensation, Personal Finance, Retirement Planning

FAQ: Can You Expect to Receive Dividends on Your Equity Compensation? -

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3 Things to Know When You Receive Equity Compensation | Zynergy Retirement Planning
Equity Compensation, Personal Finance

3 Things to Know When You Receive Equity Compensation -

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FAQ: What Retirement Plans Are Available For Self-Employed People? | Zynergy Retirement Planning
Retirement Questions

FAQ: What Retirement Plans Are Available For Self-Employed People? -

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FAQ: How Much Do I Need for a Comfortable Retirement? | Zynergy Retirement Planning
Retirement Planning

FAQ: How Much Do I Need for a Comfortable Retirement? -

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Net Unrealized Appreciation | Zynergy Retirement Planning
Retirement Planning

Net Unrealized Appreciation -

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What the Russian Invasion Means for Investors | Zynergy Retirement Planning
Personal Finance

What the Russian Invasion Means for Investors -

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FAQ: Financial Advisor Designations? | Zynergy Retirement Planning
Financial Advisors

FAQ: Financial Advisor Designations? -

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FAQ: Rebalancing Your Portfolio in Retirement? | Zynergy Retirement Planning
Personal Finance

FAQ: Rebalancing Your Portfolio in Retirement? -

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New Year, New Budget, New You | Zynergy Retirement Planning
Retirement Planning

New Year, New Budget, New You -

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A New Year Means a Fresh Start for Your Finances | Zynergy Retirement Planning
Personal Finance

A New Year Means a Fresh Start for Your Finances -

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Have You Decided to Retire in the New Year? | Zynergy Retirement Planning
Retirement Planning

Have You Decided to Retire in the New Year? -

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How to Save Money on Holiday Gifts in Retirement | Zynergy Retirement Planning
Retirement Planning

How to Save Money on Holiday Gifts in Retirement -

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FAQ: What is The Best Way to Protect Investments From Inflation? | Zynergy Retirement Planning
Retirement Questions

FAQ: What is The Best Way to Protect Investments From Inflation? -

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Family Traditions & Financial Planning | Zynergy Retirement Planning
Retirement Planning

Family Traditions & Financial Planning -

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Why is an Investment Policy Statement (IPS) Important? | Zynergy Retirement Planning
Retirement Planning

Why is an Investment Policy Statement (IPS) Important? -

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FAQ: The Bid-Ask Price of a Stock | Zynergy Retirement Planning
Retirement Planning

FAQ: The Bid-Ask Price of a Stock -

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How is Your Financial Advisor Compensated?  | Zynergy Retirement Planning
Retirement Planning

How is Your Financial Advisor Compensated?  -

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FAQ: 401(k) Rollovers | Zynergy Retirement Planning
Retirement Questions

FAQ: 401(k) Rollovers -

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Equity Compensation Part 3: Employee Stock Purchase Plans | Zynergy Retirement Planning
Equity Compensation, Financial Advisors

Equity Compensation Part 3: Employee Stock Purchase Plans -

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Equity Compensation Part 2: Employer Stock Options | Zynergy Retirement Planning
Equity Compensation, Financial Advisors

Equity Compensation Part 2: Employer Stock Options -

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Equity Compensation Part 1: Restricted Stock Awards (RSA) and Restricted Stock Units | Zynergy Retirement Planning
Equity Compensation, Financial Advisors

Equity Compensation Part 1: Restricted Stock Awards (RSA) and Restricted Stock Units -

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Considering Relocating in Retirement? It’s Not All About the Weather | Zynergy Retirement Planning
Retirement Planning

Considering Relocating in Retirement? It’s Not All About the Weather -

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Retirement FAQ: Why Are My Bonds Losing Value? | Zynergy Retirement Planning
Retirement Questions

Retirement FAQ: Why Are My Bonds Losing Value? -

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Should Bonds Be Included in My Portfolio? | Zynergy Retirement Planning
Financial Advisors

Should Bonds Be Included in My Portfolio? -

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Traditional or Roth IRA – Which is Right for You? | Zynergy Retirement Planning
Financial Advisors

Traditional or Roth IRA – Which is Right for You? -

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Using Your Personal Residence As A Retirement Asset | Zynergy Retirement Planning
Retirement Planning

Using Your Personal Residence As A Retirement Asset -

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