Insights
The latest from our team
As the largest Fee-Only financial advisor and wealth management firm in Fort Wayne and Northeast Indiana, our team of experts always have a lot of insights, guidance, announcements and observations to share. The best places to stay up to date with everything going on at Galecki are here on our Insights page and our quarterly newsletter, which you can sign up for and browse recent editions of here.
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Trump Accounts: What Families Need to Know Before the July Launch
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...
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!
5 Love & Money Talks With Fee-Only Financial Advisors
Open money talks can strengthen your relationship. Here are five love and money conversations every couple should have.
Financial Sense: Q1 2026 Newsletter
Index Returns While the fourth quarter experienced the longest government shutdown in U.S. history at 43 days, the markets finished mostly positive. Earnings growth domestically continues to play an important role as well as multiple expansion in international...
New 401(k) Catch-Up Rules Explained by a Fee-Only Advisor
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.
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.