John Mateyko

  John Mateyko , Managing Partner of IDEX Financial , encourages individuals and families to begin reviewing their estate plans now in anticipation of upcoming tax law changes. With exemptions expected to decrease and tax rates potentially rising, careful preparation can make a significant difference in protecting wealth and ensuring a smooth transfer of assets. Planning Opportunities Ahead While upcoming changes may create new challenges, they also highlight opportunities to take action today. By reviewing your current strategy, you can decide whether adjustments are needed to reduce exposure to estate taxes and provide greater security for your loved ones. Strategies That Can Help Spousal Lifetime Access Trust (SLAT): A way to transfer assets between spouses while excluding future growth from estate taxes. Provides flexibility for the beneficiary spouse but requires planning to ensure the donor spouse retains sufficient assets. Credit Shelter Trust (CST): Helps protect ass...

John Mateyko , APMA®, WMCP™, RICP®, is the Managing Partner of IDEX Financial and a dedicated fiduciary financial planner. His work and insights have been featured in major outlets including Forbes, Fortune, MarketWatch, Business Insider, TED, NY Weekly, CEO Weekly, LA Wire, Chicago Journal, San Francisco Post, and BuzzFeed . John’s career began soon after graduating from Augustana College in 1998 . By 1999, he was working with Dean Witter in New York City, laying the foundation for a career that would span over two decades. He went on to serve as a financial advisor at leading firms such as Atlas Securities, US Bancorp, Chase, and Fifth Third Securities—gaining expertise in guiding individuals and businesses toward long-term financial security. In 2010, John founded IDEX Financial in Schaumburg, Illinois, a firm built on the principles of trust and fiduciary responsibility. His vision and leadership led to the firm’s expansion into Atlanta, Georgia, in 2018 through the acquisitio...

  John Mateyko is a respected financial advisor based in Serenbe, Georgia who is committed to helping clients achieve their financial aspirations. John Mateyko works with Peachcap Securities and Peachcap Tax & Advisory Services and is the founder and managing partner of IDEX Financial . At IDEX Financial, John Mateyko focuses on a personalized and forward-thinking approach to financial planning. His method ensures that each client’s unique goals are understood and supported with strategies designed to adapt over time. John Mateyko has built an impressive career through experience with well-known financial institutions where he developed strong expertise in investment planning, wealth preservation, and portfolio management. His dedication and industry knowledge allow him to serve clients in many states across the country. Through his leadership and commitment to excellence, John Mateyko continues to provide guidance that empowers clients to make informed decisions and ...

As the year unfolds, it’s an ideal moment to review your estate plan and make sure it reflects your financial goals and the legal landscape ahead. John Mateyko , Managing Partner at IDEX Financial, shares important updates and estate planning strategies to help you prepare for potential tax changes and protect your legacy. If you’re considering an update or unsure about how future changes could affect your estate, John Mateyko encourages you to start planning today. Federal Estate Tax: Key Changes Ahead Current estate and gift tax exemptions are set to decrease in the coming years, which could lead to larger taxable estates. Proposals are also in discussion to reduce exemption limits even further and increase estate tax rates. For those whose estates may be impacted, John Mateyko highlights the importance of proactive planning. Delaying action could result in significant tax liability for your heirs. Taking advantage of current exemptions can offer substantial benefits. Strategies to...