Galecki Financial Management

Happy Birthday to Brady McArdle!

Marriage does a lot of quiet admin work. Joint titling moves the house without a court. A spouse is the named agent on nearly every form. The answer to “who decides?” is obvious enough that nobody writes it down.

But take the spouse out of the picture, and every one of those defaults needs a replacement. Who signs if you are in surgery? Who talks to the custodian holding your IRA? Who serves as trustee if your named trustee was your former husband, or your late husband’s brother?

These are the single most common reason an otherwise tidy plan stalls in probate court or in a hospital hallway at 2 a.m.

Estate Planning for Independent Women | Galecki Financial Estate planning for independent women: Galecki Financial Management, a Fee-Only firm in Fort Wayne, Indiana, shares strategies for widowhood and divorce.

If you turned 73 this year, or will soon, required minimum distributions (RMDs) are no longer a distant concept. They are a reality that can catch people off guard if the plan isn’t already in place.

The good news: if you’re not yet subject to RMDs, you likely have a significant window to reduce future RMD exposure through Roth conversions, charitable giving strategies, or other planning moves.

Tax Season Retirement Gaps | Galecki Financial Discover what your tax return reveals about your retirement plan. Galecki Financial Management is a Fee-Only advisor in Fort Wayne, IN.

Don't let your financial worries keep you up at night. Give us a call today to discuss your concerns and learn how we can help.

📞 260-436-8525 | ✉️ [email protected]

Contact Us | Fee-Only Advisor in Fort Wayne IN Looking for a professional advisor? Turn to one of our expert fee-only advisors for all your financial planning needs! Get started today when you contact us!

Are you tired of having the same argument about money with your partner? Whether it’s about paying off debt, saving for the future, or balancing spending habits, financial disagreements are one of the top stressors in relationships.

The following 5 questions will help guide your discussions and foster a healthier, more productive approach to managing money as a couple.

Love & Money Talk With Fee-Only Advisors ⎸ Galecki Financial Learn 5 love and money talks every couple should have with a Fee-Only advisor. Galecki Financial Management is in Fort Wayne and across Northeast IN.

Dealing with Social Security on your own is a challenge. Consider working with a financial professional to help you gain clarity and even boost your payments. Our team at Galecki Financial Management would be happy to assist you in weighing your alternatives and selecting a claim strategy that’s tailored to your specific circumstances.

To get started, schedule a meeting with us by calling (260) 436-8525 or emailing
[email protected].

Social Security Planning for Women: How to Optimize Payouts Learn Social Security planning strategies for women and optimize your payouts. Galecki Financial Management is in Fort Wayne, IN.

Your financial life changes as your life changes. A new job, a growing family, a change in income, or a shift in your goals can all affect the decisions you’re making with your money.

At Galecki, our Fee-Only advisors look at the full picture, including your investments, taxes, insurance, and estate plan, to see how those pieces fit together as your circumstances evolve.

If your financial life has changed recently, it may be time for a fresh look. Let’s talk.

Fee Only Wealth Management | Galecki Financial Management Grow Your Wealth with Galecki Financial Management in Fort Wayne. Choose a Fee-Only Wealth Manager who puts your interests first. Free Consultation.

Estate planning can look different after a death or divorce, or when you’re managing finances on your own. Here’s what to review. Link in the comments.

Estate Planning for Independent Women | Galecki Financial Estate planning for independent women: Galecki Financial Management, a Fee-Only firm in Fort Wayne, Indiana, shares strategies for widowhood and divorce.