My Story
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 kyle.rolek@rolekretirement.com to learn more.
– Kyle Rolek
Rolek Retirement Planning
Contact Me
Helpful Content
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
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?”