Valecka Wealth Management

05/04/2026

Be careful if establishing an account for your grandchild.

Contributions to Trump Accounts, the new tax-deferred savings vehicle for children, can’t be made until July 4, 2026. However, the opportunity to open a Trump Account, either through filing Form 4547 or using a dedicated IRS website, forms.trumpaccounts.gov, has been available for several months.

11/13/2025

HISTORY was made!

One week ago, Proposition 14 was on the ballot, and passed with overwhelming support by Texas voters. This made history, as it established the Dementia Prevention Research Institute of Texas, or DPRIT. We are closely monitoring the shaping up of DPRIT, and will keep you posted on future developments.

11/11/2025

So grateful for our Veterans. Thank You.

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11/05/2025

With the end of 2025 approaching, you may want to reconsider the timing and amount of any upcoming charitable donations. If you are in the top marginal tax bracket it may be wise to give before year end 2025.

New tax rules will determine the deductibility of donations in 2026

10/24/2025

Social Security COLA increase for 2026 set at 2.8%. Here’s what that is per month
The Social Security cost-of-living increase will go up by 2.8% in 2026, which translates to an average increase of more than $56 for retirees every month, agency officials said Friday.

The benefits increase for nearly 71 million Social Security recipients will go into effect beginning in January.

10/08/2025

Medicare open enrollment starts October 15 - December 7th. Time to review coverage options.

Medicare Open Enrollment is your chance to make changes to your Medicare coverage.

09/22/2025

FASFA for 2026-2027 School Year Opens October 1

The FAFSA for the 2026-2027 school year opens on October 1. Here's what you need to know about completing the application.

05/29/2025

I am hearing more and more cases of hacking. Here are some ways to protect yourself against Identity Theft.

Massive computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in ...

05/11/2025

Happy Mother's Day to all the incredible Mom's making good financial decisions for their families every day. We see you.

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04/08/2025

I was happy to contribute to this Kiplinger article on how we work with clients to help plan their retirement years by dreaming 5 and 10 years into the future. Imagine how you will spend your retirement years & travel early while you are healthy and have a companion to travel with. Plan for these exciting trips and take them.

For retirees, the rule of 1,000 hours brings intention and clarity to your day. Because time is the most valuable thing you can spend.