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Our Story

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 kyle.rolek@rolekretirement.com to learn more.

– Kyle Rolek

Rolek Retirement Planning

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Helpful Content

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

 

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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