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
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
A letter of instruction provides additional and more personal information regarding your estate.
Important items to consider when purchasing condo insurance.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There’s an alarming difference between perception and reality for current and future retirees.
What is your plan for health care during retirement?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A special needs trust helps care for a special needs child when you’re gone.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What if instead of buying that vacation home, you invested the money?