Galena Solutions

The Retirement Income Bridge - https://mailchi.mp/galenasolutions/the-retirement-income-bridge

🚨 Want to retire at 55 but your $2M is locked in a 401(k) until 59½?

The retirement bridge problem and 5 ways to solve it.

🏆 We've Been Nominated and We'd Love Your Vote! - https://mailchi.mp/galenasolutions/weve-been-nominated

We’re honored to be nominated for Best Accounting Firm in Katy 🎉
If we’ve helped you, we’d truly appreciate your vote, it only takes a minute! 🙏

👉 https://www.bestofkaty.org/category/11545/best-accountant/43328/galena-solutions

Thank you for your support 💙

Stacking Cash Balance Plans with 401(k)s to Reduce Taxes - https://mailchi.mp/galenasolutions/stacking-cash-balance-plans-with-401ks-to-reduce-taxes

💰 High earners: Deduct $300K+ per year by stacking a Cash Balance Plan with your 401(k).

Real client saved $130,000 in taxes in one year.

How Hiring Your College Kid Can Save You $16K in Taxes - https://mailchi.mp/galenasolutions/how-hiring-your-college-kid-can-save-you-16k-in-taxes

💰 Business owners: Hiring your college kid can save you $4K-$16K per year in taxes.
They pay $0. You save thousands. Completely legal.

In this article is exactly how it works (and how to do it right)!

What Your 2026 Return Will Look Like If You Change Nothing- https://mailchi.mp/galenasolutions/the-reverse-tax-return-what-your-2026-return-will-look-like-if-you-change-nothing

🔮 Want to know what your 2026 tax return will look like?
The "Reverse Tax Return" shows you what's coming if nothing changes and gives you time to fix it before it's too late.

How it works 👉 Schedule a free consultation:
https://www.galenasolutions.net/book-online

Your $2M Inheritance Just Became $1.4M - https://mailchi.mp/galenasolutions/your-2m-inheritance-just-became-14m

💰 The largest wealth transfer in history is happening now: $84 trillion from Boomers to the next generation.
Without planning, your $2M inheritance becomes $1.4M or less. Here's where it goes (and how to protect it)

What Your Refund Amount Says About Your Money Habits - https://mailchi.mp/galenasolutions/what-your-refund-amount-says-about-your-money-habits

💸 Think a big refund is good news?

It actually means you gave the IRS an interest-free loan all year.
Here's what your refund amount really says about your financial strategy.

The One Thing You Must Do on April 16 (Not April 15) - https://mailchi.mp/galenasolutions/the-one-thing-you-must-do-on-april-16-not-april-15

📆 Forget April 15. The important day is April 16.

Here's what to do the day AFTER you file to make sure April 2027 looks completely different (60 min that changes everything)

What TurboTax Won't Tell You About Your Personal Taxes - https://mailchi.mp/galenasolutions/what-turbotax-wont-tell-you-about-yourpersonaltaxes

💸 That big tax refund you got? It's not actually good news.

It means you overpaid all year. And that's just one of the things TurboTax won't tell you about your personal taxes.
Missed deductions. Wrong withholding. No year-round strategy. No audit protection. The gaps are real and they add up. 😬
Worth a read before next tax season sneaks up on you.

💼 Tax season is almost over - -> but a CFO's work is just getting started. - https://mailchi.mp/galenasolutions/what-wealthy-business-owners-do-in-april-that-others-dont

Spoiler: it's not "good job filing on time." 😅

It's about your payroll structure, your Q2 estimated taxes, your cash flow numbers, and the financial decisions coming in the next 90 days.

We broke it all down in our latest article.. real talk, no jargon. 🙌

📖 Read it now!