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
Around the country, attitudes about retirement are shifting.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Even if you’re young and single, you should still consider protecting yourself.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
In the face of divorce, making changes to insurance coverage may be overlooked.
It's important to understand how inflation is reported and how it can affect investments.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
What does your home really cost?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is your plan for health care during retirement?
There are three things to consider before dipping into retirement savings to pay for college.