Decode Your Tax Return With a Fee-Only Wealth Advisor

Decode Your Tax Return With a Fee-Only Wealth Advisor

By The Galecki Financial Management Team During tax season, many of us navigate the complexities of our annual filings with a mix of hope and perhaps a touch of apprehension. But what if your tax return wasn’t just a look back at the past year, but a valuable road map...
5 Retirement Planning Strategies for Saving Taxes

5 Retirement Planning Strategies for Saving Taxes

By The Galecki Financial Management Team As all-encompassing a responsibility as retirement planning is, it can be easy to overlook some of its most important aspects. Tax planning is a necessary routine that often gets set aside—at least temporarily. However, there...
Financial Sense: Q1 2023 Newsletter

Financial Sense: Q1 2023 Newsletter

Download Newsletter Index Returns Prior to 2022, there have only been two years (1931 and 1969) in which stocks and bonds were both down in the same year. To say this occurrence is uncommon would be a big understatement. In fact, there were zero years  in which both...

An introduction to the Galecki IFO

At Galecki Financial Management, every personalized, fee-only client relationship starts with our flagship Initial Financial Overview (IFO). This is not your typical initial consultation where brokers slot you into their menu of products. Instead, the Galecki IFO...

Congrats to Kevin Chandler

Outside of his role as Senior Financial Planner and Owner / Principal at Galecki, Kevin Chandler has served as a longtime volunteer and board member at CASS Housing, which creates and maintains customizable, affordable, sustainable, and safe living arrangements for...