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 teachers. From growing up in an environment constantly surrounded by it, I learned that education is 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. Visit the Problems We Solve page found on the left-hand side of the navigation bar above to get a better idea of common retirement planning challenges we help people overcome.
Email me at [email protected] to learn more.
– Kyle Rolek
Rolek Retirement PlanningContact Me
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
This worksheet can help you estimate the costs of a four-year college program.
Your credit score may influence how much you pay for auto and home insurance.
Read this overview to learn how financial advisors are compensated.
It may help your business be better prepared in the event of the death of a principal or key employee.
Why have the markets been so volatile recently?
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A bucket plan can help you be better prepared for a comfortable retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are a few things to consider when buying or leasing your next vehicle.