By The Galecki Financial Management Team If you’ve been hearing about a new federal investment account for children and wondering whether it’s worth opening one for your kids or grandkids, you’re not alone. The Trump Account, created by the One Big Beautiful Bill Act...
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Money Tips for New Graduates From Fee-Only Advisors
By The Galecki Financial Management Team Graduation season brings excitement for families, retirees, and new professionals alike, yet many parents and grandparents still wonder how to give graduates a meaningful financial launch pad that supports long-term prosperity....
How Tax Season Reveals Gaps in Your Retirement Plan
Your tax return holds more information than you think. Here’s what it might be revealing about the gaps in your retirement plan.
Financial Sense: Q2 2026 Newsletter
Index Returns The conflict in the Middle East rattled most markets in March as investors feared rising oil prices and a corresponding drop in consumer spending. Prior to the conflict, the markets were moving nicely. The S&P 500 dropped 4.98% in March and ended the...
3 Smart Pre-Filing Tax Moves From Fee-Only Advisors
Don’t wait until April. Here are 3 smart tax moves you can still make for your 2025 return to keep more of your money in your pocket!
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