The newly passed SECURE Act 2.0 brings with it a variety of changes to provisions across the retirement landscape. We help you understand some of the most important and relevant ones.
Summarizing the SECURE Act 2.0
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Wealth Management
Q1 Newsletter Highlights + Insights
In our first quarterly newsletter of 2023, we break down how historically, uniquely challenging the market was in 2022 – and we detail how our team is approaching the market in the new year.
Maximizing your retirement contributions
With the end of the year approaching, it’s a great time to ensure you are on track to maximize your retirement contributions. Here’s an overview of the contribution limits for 2022.
An introduction to the Galecki IFO
At Galecki, every client relationship starts with our flagship Initial Financial Overview (IFO). What is our IFO, exactly, and why is it so important to our client relationships?
The importance of an estate plan
A national survey showed a concerning lack of estate planning among families earning $100K or more. Galecki is one of the few wealth management firms in northeast Indiana with extensive estate-planning expertise on staff.
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Summarizing the SECURE Act 2.0
The newly passed SECURE Act 2.0 brings with it a variety of changes to provisions across the retirement landscape. We help you understand some of the most important and relevant ones.
Q1 Newsletter Highlights + Insights
In our first quarterly newsletter of 2023, we break down how historically, uniquely challenging the market was in 2022 – and we detail how our team is approaching the market in the new year.
Maximizing your retirement contributions
With the end of the year approaching, it’s a great time to ensure you are on track to maximize your retirement contributions. Here’s an overview of the contribution limits for 2022.
An introduction to the Galecki IFO
At Galecki, every client relationship starts with our flagship Initial Financial Overview (IFO). What is our IFO, exactly, and why is it so important to our client relationships?
The importance of an estate plan
A national survey showed a concerning lack of estate planning among families earning $100K or more. Galecki is one of the few wealth management firms in northeast Indiana with extensive estate-planning expertise on staff.
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