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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The Importance of Estate Planning
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....
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.
Financial Sense: Q2 2024 Newsletter
Meet our new team members and get an overview of the economic outlook for Q2.
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...
Financial Sense: Q1 2024 Newsletter
As we begin 2024, our team breaks down what you need to know about the financial markets through Q1.
Maximizing Financial Outcomes in Divorce With Melanie Colwell CDFA®
By The Galecki Financial Management Team Divorce is always difficult, no matter how civil the parties involved behave. Ushering in a drastic change in nearly all aspects of the couple’s lives, few legal matters are as overshadowed by emotion as divorce proceedings....
Keep More in Your Pocket: Why Tax Planning is Your Best Defense Against Overpaying
By The Galecki Financial Management Team You likely wouldn’t willingly give away your money without a good, logical reason; yet that’s precisely what happens when we miss opportunities to optimize our tax savings strategies. Reducing tax liabilities is a powerful way...
Finding Gratitude This Thanksgiving Season
By The Galecki Financial Management Team At Galecki Financial Management, this Thanksgiving season fills us with gratitude for many reasons. While we frequently emphasize the value of financial stability and planning for your future, Thanksgiving invites us to also...