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
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
A quick look at how federal income taxes work.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Tips on insuring your teen driver.
A change in your mindset during retirement may drive changes to your portfolio.
Read this overview to learn how financial advisors are compensated.
Here's a breakdown of how the federal government spends your tax money.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
How will you weather the ups and downs of the business cycle?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
If you died, what would happen to your email archives, social profiles and online accounts?
Smart investors take the time to separate emotion from fact.
What does your home really cost?
Here’s a quick guide to checking to see if you have unclaimed money.