By The Galecki Financial Management Team Making arrangements for passing down your assets after death may feel like a grim task, but it really shouldn’t be. Estate planning involves crafting strategies to manage distributions from your estate according to your wishes....
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The Top 5 Financial Planning Challenges in the First 10 Years of Retirement
By The Galecki Financial Management Team When retirement time arrives, you might consider walking away from financial planning along with your job. But shifting from your working life to the first decade of your retirement presents several financial planning...
Why I Became a Financial Advisor (Video)
We are so honored to have our very own Andy Young, be recognized as one of the Forty under 40. Hear his story about why he chose to become a financial advisor with Galecki Financial Management.
What Is a Backdoor Roth IRA? (And Why it Might Benefit High-Income Earners)
By The Galecki Financial Management Team Anyone who asks the question “What is a backdoor Roth IRA?” usually gets an answer that sparks additional questions about how it works and why it’s so beneficial. In this concise article, we provide a simple definition, a...
529 Plans vs. Other Education Savings Vehicles: Making the Right Choice for You
By The Galecki Financial Management Team Education savings vehicles are great ways to begin saving for your child or grandchild’s education. With recent updates from Congress, education savings vehicles arguably deserve a higher exposure in your overall financial...
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