John Mateyko

John Mateyko on Preparing Your Estate Plan for Upcoming Tax Changes John Mateyko advises individuals to take a proactive approach to estate planning as potential tax law changes approach in the coming years. With current estate and gift tax exemptions set to decline in 2026, now may be a critical window for reviewing existing plans and considering strategic adjustments designed to protect long-term wealth. What May Change in 2026 At present, the federal lifetime estate and gift tax exemption is $13.61 million. This elevated exemption is scheduled to sunset in 2026, reverting to a lower threshold that may be adjusted to approximately $7 million. Additional proposals have also suggested reducing the exemption to $3.5 million while increasing estate tax rates beyond the current 40%. Under today’s rules, an estate valued at $10 million would not incur federal estate taxes. However, once exemption levels decrease, a portion of that same estate could become taxable, potentially creating a ...

  John Mateyko understands that today’s employment landscape is evolving faster than ever. Through his work with business owners and professionals, John Mateyko regularly sees organizations searching for clarity amid economic shifts, workforce changes, and rising employee expectations. While no one has a crystal ball, John Mateyko believes that identifying current trends can help employers make smarter, more resilient decisions. John Mateyko on Pay Transparency Trends According to John Mateyko , pay transparency is no longer just a legal requirement—it is becoming a cultural expectation. With salary disclosure laws expanding across the U.S., a growing percentage of workers now expect to see compensation ranges early in the hiring process. Even in states without formal mandates, John Mateyko notes that many employers are voluntarily adopting transparent pay practices to remain competitive. John Mateyko emphasizes that transparency brings both opportunity and responsibility. Whil...

  John Mateyko PeachCap is a highly experienced financial advisor based in Serenbe, Georgia, with a professional background rooted in more than two decades of financial planning and investment management. Throughout his career, John Mateyko PeachCap has been known for his client-first approach, combining technical expertise with long-term strategic thinking to help individuals and families achieve financial stability and confidence. John Mateyko PeachCap began his academic journey at Augustana College in Rock Island, Illinois, in 1994, where he studied business and philosophy. This interdisciplinary education provided a strong foundation in critical thinking, ethics, and financial analysis—skills that continue to guide his work in an increasingly complex financial environment. From the early stages of his career, John Mateyko PeachCap committed himself to ongoing professional development to remain aligned with evolving market conditions and client needs. To strengthen his profess...

John Mateyko Financial Advisor APMA®, WMCP™, RICP® is a highly accomplished Fiduciary Financial Planner and the Managing Partner at IDEX Financial. With national recognition and features in Forbes, Fortune, MarketWatch, Business Insider, TED, NY Weekly, CEO Weekly, LA Wire, San Francisco Post, Chicago Journal, and BuzzFeed, John Mateyko Financial Advisor is widely respected in the financial industry. A graduate of Augustana College, Class of 1998, John Mateyko Financial Advisor began his professional journey at Dean Witter in New York City in 1999. His career continued with roles at Atlas Securities, US Bancorp, Chase, and Fifth Third Securities — experiences that strengthened his deep understanding of wealth management, retirement planning, and investment strategy. In 2010, John Mateyko Financial Advisor founded IDEX Financial , headquartered in the historic Zurich Towers in Schaumburg, Illinois. His leadership and forward-thinking approach led the firm to expand into Atlanta, G...

  John Mateyko lives in the charming, rustic community of Serenbe in Georgia—a town so unique it has been featured on the Today Show. This website highlights his creative passions and his three favorite hobbies: watch collecting, photography, and spending time in nature. A dedicated community builder, John founded the Serenbe Athletic Association in 2021. He currently serves as Commissioner and announcer for the co-ed Chicago-style Softball and Kickball leagues. His theatrical work with Center Stage at Serenbe has raised over $450,000 for Terra Academy, with productions such as The Trial of Ebenezer Scrooge (2021), It’s a Wonderful Life: A Live Radio Play (2023 and 2025), Die Hard: Once Upon a Time at Nakatomi Plaza (2024), and an upcoming production of Mamma Mia . John’s artistic experience also extends to film—he served as Christian Bale’s stand-in for Batman Begins (2005) and Public Enemies (2009). The Beauty of Functional Timepieces John’s watch collection celebrates the ...

John Mateyko APMA®, WMCP™, RICP® is a highly respected Fiduciary Financial Planner and Managing Partner at IDEX Financial. His work has earned national visibility in leading outlets such as Forbes, Fortune, MarketWatch, Business Insider, TED, NY Weekly, CEO Weekly, LA Wire, Chicago Journal, San Francisco Post and BuzzFeed . Within the financial community, he is also recognized as John Mateyko Of Peachcap Securities , a reflection of his broad and influential professional background. John is an alumnus of Augustana College, graduating in 1998. He began his career in 1999 at Dean Witter in New York, launching himself into the financial world with strong momentum. Over the next several years, he continued developing his expertise with respected organizations including Atlas Securities, US Bancorp, Chase and Fifth Third Securities. In 2010, John established IDEX Financial , selecting the iconic Zurich Towers in Schaumburg, Illinois as its home. His leadership positioned the company for...