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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Optimizing Your Finances With a Fee-Only Financial Advisor
By The Galecki Financial Management Team Trying to navigate the complicated world of personal finance on your own can be overwhelming. Many individuals turn to financial advisors for help in making wise financial decisions. Advisors can provide the guidance and...
VIDEO: Why We’re Grateful For Our Clients
Our team at Galecki Financial Management is incredibly grateful for our amazing clients! Watch this quick video in which we share why we love working with you.
Financial Sense: Q4 2024 Newsletter
As we turn toward the end of 2024, our team breaks down what you need to know about the financial markets through Q3.
Medicare Planning: Navigating Your Financial Future
By The Galecki Financial Management Team Medicare planning is a crucial component of the retirement journey. However, navigating the complexities of Medicare can be overwhelming, especially given the wide range of plans and options available. Understanding nuances and...
Refer a Friend or Family Member to Our Fee-Only Advisor Firm
By The Galecki Financial Management Team Our mission at Galecki Financial Management is to help people in Fort Wayne, Northeast Indiana, and across the nation pursue their financial goals. We provide personalized financial planning services as a Fee-Only advisor,...
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