New IRS catch-up rules are changing how retirement contributions work. Learn what’s changing and how a Fee-Only advisor can help you plan with confidence.
New 401(k) Catch-Up Rules Explained by a Fee-Only Advisor
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A Holiday Message From the Galecki Team
The holidays are a time for reflection, gratitude, and looking ahead to the new year.
In this short video, we share a holiday greeting and a few financial tips to implement before the year’s end.
Charitable Giving Before Year-End: Tax-Smart Strategies
Thinking of giving back this holiday season? This new article explores potential charitable giving strategies.
Cybersecurity Awareness and Fee-Only Wealth Management
For a Fee-Only financial advisor, cybersecurity awareness is a fiduciary duty. Our commitment to prioritizing you includes safeguarding your digital life from every threat.
Financial Sense: Q4 2025 Newsletter
Almost all indexes moved higher in the third quarter. Markets are cheering the AI Revolution and the potential for earnings expansion. The S&P 500 was up nearly 8% and is now up 13.72% on the year. The Russell Midcap Index was up nearly 5% over the last three months and is now up 9.09% on the year. The Russell 2000 Index (Small Cap Stocks) had a huge quarter advancing 12.39%. Gold and Silver have continued a strong surge so far this year and have helped the commodity index post a gain of 9.38%.
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