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
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
There’s a link between debt and stress.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Knowing your options when a CD matures can help you make a sound investment decision.
For homeowners who think their property taxes are too high, there are ways to appeal.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, cracking the code on bonds.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you have causes that you want to support with donations? Here are three tips.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.