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It’s always with a heavy heart that we, as analysts with responsibilities to our investors, attempt to divine the implications for markets of past and present terrorist attacks. The horrific events of Friday in Paris are yet again a reminder of the fragility of what we so often take for granted. Our prayers go out to all those impacted by such a senseless set of acts. 11.17.15

The Bipartisan Budget Act of 2015 not only avoided major financial crises, but also eliminated some profitable Social Security claiming strategies. One of these strategies – “claim and suspend” – emerged in the wake of the Senior Citizens Freedom to Work Act of 2000, which first allowed the voluntary suspension of benefits. 11.12.15

October 19 – October 25 is National Estate Planning Awareness Week.  Estate planning is an essential part of everyone’s personal financial plan regardless of age, health or wealth.  We recommend that all individuals have the following estate planning documents in place: Last Will and Testament, Durable Power of Attorney, and Advanced Medical Directives (ie Health Care Representative appointment).  Each document has a specific and unique purpose which are critical to ensuring that assets and possessions are passing as intended.  Galecki Financial Management would be happy to assist you in your estate planning review.  Call our office at 260-436-8525 and ask for one of our Certified Financial Planner (CFP®) Professionals. 10.19.15