At an early age, I learned the value of education. I was born into a family of educators. My mom, my dad, and my brother are all elementary school teachers. From growing up in an environment constantly surrounded by it, I learned that education is absolutely essential to get from where you are today to where you want to wind up - wherever that may be.
My belief in education is why I started Rolek Retirement Planning. My mission is to help people receive the education they need to make informed decisions about their retirement.
Email me at email@example.com to learn more.
– Kyle Rolek, CFP®
President, Rolek Retirement PlanningContact Me
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Six overlooked tax deductions to help manage your tax bill.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
It may help your business be better prepared in the event of the death of a principal or key employee.
If you find it hard to attain personal life goals, there’s an app for that!
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Making the most of surprises is a great reason to work with us.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Even low inflation rates can pose a threat to investment returns.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.