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 StrategiesContact Me
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Healthy habits are one of the greatest gifts to give your child.
Military families face unique challenges, making personal finance even more critical.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
When considering life insurance, it's important to understand your options.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How will you weather the ups and downs of the business cycle?
It's easy to let investments accumulate like old receipts in a junk drawer.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Learn how to harness the power of compound interest for your investments.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Roth IRAs are tax advantaged in a different way from traditional IRAs.