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
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Building wealth requires protection from the forces of wealth destruction.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Ascertaining the value of your business is important for a variety of reasons.
A few strategies that may help you prepare for the cost of higher education.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are hundreds of ETFs available. Should you invest in them?
If you died, what would happen to your email archives, social profiles and online accounts?
With alternative investments, it’s critical to sort through the complexity.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn how to harness the power of compound interest for your investments.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.