Slepcevich Financial Group llc

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Slepcevich Financial Group llc We create wealth strategies where cash flow from these strategies can be exempt from Federal and state taxes,

A special needs trust can help care for a special needs child, even after you’re gone.
10/18/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
10/17/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

When considering a record keeping system for your business, you need to ask yourself some very important questions
10/16/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Fidelity's 2025 wealth transfer study found that roughly 67 percent of parents age 55 and older have never told their ad...
10/16/2026

Fidelity's 2025 wealth transfer study found that roughly 67 percent of parents age 55 and older have never told their adult children what they will inherit, or whether they will inherit anything at all.

About 33 percent would prefer the kids are kept in the dark about the amount.

Their reasons should feel familiar:
āœ”ļø Worry that a specific number will dampen a child's drive
āœ”ļø Discomfort talking about money at all

The same study found:

Most adult children say they are ready to handle whatever they inherit and would rather shape things while their parents are still around to explain the "why" behind decisions.

Families who have inheritance strategies share some similar habits:

šŸ’¬ Kids know who the financial professionals are and how to reach them
šŸ’¬ Everyone knows where the estate documents are
šŸ’¬ They try to manage any surprises well ahead of time

So, do you tell your children or not?

There's no single right answer here.

Sharing exact numbers isn't necessary, but most families find that a broad discussion can help with priorities and expectations.

Your child may already have a Trump Account. That doesn’t mean it’s set up.The Treasury Department says automatic enroll...
10/15/2026

Your child may already have a Trump Account. That doesn’t mean it’s set up.

The Treasury Department says automatic enrollment now covers every eligible child with a valid Social Security number. But a parent or legal guardian still has to formally activate the account, either at trumpaccounts.gov or through the program’s app.

šŸ“Œ Babies who are U.S. citizens with a Social Security number and were born between January 1, 2025, and December 31, 2028, may qualify for a one-time $1,000 government contribution once the account is claimed.

A few details families are weighing: Yearly contributions are capped at $5,000, though government and charitable contributions don’t count toward that limit. The money generally can’t be touched until a child turns 18, and earnings are taxed when withdrawn. That’s a key difference from 529 accounts, which grow tax-free but are limited to education costs.

Which account fits best depends on what a family is saving for, and that’s a conversation worth having with a financial professional.

Your child may be enrolled in a ā€œTrump Accountā€ whether you realize it or not. Rolled out earlier this year, the Trump Accounts program allows parents to claim special investment accounts for children who are 18 years old or younger.

Being healthy may help your personal finances.
10/15/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

šŸ’” What if scientists could use light to switch specific brain cells on and off?That idea helped earn the 2026 Nobel Priz...
10/14/2026

šŸ’” What if scientists could use light to switch specific brain cells on and off?

That idea helped earn the 2026 Nobel Prize in Medicine for Karl Deisseroth, Peter Hegemann, and Georg Nagel. Their work helped create the field of optogenetics, which combines light and genetics to control selected neurons in living brains.

The breakthrough grew from research on a light-sensitive protein in green algae. Scientists found that when the protein was introduced into certain brain cells, light could be used to activate or silence those neurons with remarkable precision.

That has given researchers a powerful way to study the brain circuits involved in behavior and disease. The technique is already informing research into conditions including blindness, depression, addiction, dementia, autism, and schizophrenia. 🧠

A discovery that began with algae has become one of neuroscience’s most important tools.

The Nobel Prize in medicine has been awarded to three scientists whose work led to a tool that uses light to help unravel how the brain works.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
10/14/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

A mother in California picked up the phone and heard her daughter's voice, panicked, saying she'd been kidnapped and nee...
10/14/2026

A mother in California picked up the phone and heard her daughter's voice, panicked, saying she'd been kidnapped and needed money immediately.

What she'd heard wasn't her daughter. It was an AI-generated clone of her voice.

In a 2025 study, scientists found that when people heard a cloned voice, they correctly identified the voice as AI-generated only about 60 percent of the time.

The FBI attributed more than $890 million in 2025 losses to AI-enabled fraud, and voice cloning is one of the main drivers behind that number.

It is not only older adults being targeted. Younger family members get these calls too, often framed as a sibling or friend in trouble. Older adults just tend to lose the most per incident.

Two ways to protect your family.

šŸ” Agree on a private code word or question with the people a scammer is most likely to impersonate (kids, parents, spouse)

šŸ“ž If a call like this comes in and you have not set up a code word yet, hang up, then call the real person back

When in doubt, slow down and verify.

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.
10/13/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

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