At an early age, I learned the value of education. I was born into a family of educators. My mother, father, and brother are all educators. From growing up in an environment constantly surrounded by it, I learned that education is essential to get from where you are today to wherever you want to 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 planning.
Visit the Why Us page found on the navigation bar above to get a better idea of how our unique setup benefits our clients.
Email me at firstname.lastname@example.org to learn more.
– Kyle Rolek
Rolek Retirement PlanningContact Me
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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.
It's important to make sure your retirement strategy anticipates health-care expenses.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Calculating your potential Social Security benefit is a three-step process.
Tax preparation may be the perfect time to give the household budget a check-up.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The federal government requires deceased individuals to file a final income tax return.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment 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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
How will you weather the ups and downs of the business cycle?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Make your retirement as exciting as your next vacation.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.