John Mateyko

  John Mateyko Financial Advisor: Excellence in Wealth Planning and Community Leadership John Mateyko financial advisor is a highly accomplished Fiduciary Financial Planner and Managing Partner at IDEX Financial, known for delivering disciplined investment strategies and personalized financial solutions. John Mateyko financial advisor has gained national recognition through features in respected publications such as Forbes, Fortune, MarketWatch, Business Insider, TED, NY Weekly, CEO Weekly, LA Wire, Chicago Journal, San Francisco Post, and BuzzFeed. A graduate of Augustana College, John Mateyko financial advisor completed his studies in 1998 and entered the financial services industry in 1999 at Dean Witter in New York City. As John Mateyko financial advisor advanced professionally, he refined his advisory expertise while working with established organizations including Atlas Securities, US Bancorp, Chase, and Fifth Third Securities. These formative experiences shaped the analy...

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 ...