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Our Story

At an early age, I learned that education is essential to get to where you want to be. I’m from a family of educators. Constant exposure to education has instilled two important principles in me. First, constantly learning is really important. Second, applying what you learn by taking action is necessary to make a positive impact.

The focus of Rolek Retirement Strategies is simple: empower people with the education they need to get to where they want to be. Retirement today is full of challenge and uncertainty. Our educational platform exists to help you prepare to navigate retirement challenges with confidence. Our first goal is to help you learn something actionable about retirement. Our second goal, and this is often the biggest challenge, is to help you apply what you learn by taking actions that will make a positive impact on your retirement.

– Kyle Rolek, CFP®

President, Rolek Retirement Strategies

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Helpful Content

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

 

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Surprises

Making the most of surprises is a great reason to work with us.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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