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
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
There are four very good reasons to start investing. Do you know what they are?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Understanding how capital gains are taxed may help you refine your investment strategies.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The market is as unpredictable as the weather. We’d love to help you prepare.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here’s a crash course on saving for college.
Here is a quick history of the Federal Reserve and an overview of what it does.
Understanding the cycle of investing may help you avoid easy pitfalls.
What is your plan for health care during retirement?