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 email@example.com to learn more.
– Kyle Rolek
Rolek Retirement PlanningContact Me
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Even if you’re young and single, you should still consider protecting yourself.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Gaining a better understanding of municipal bonds makes more sense than ever.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Why are 401(k) plans, annuities, and IRAs so popular?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Understanding the cycle of investing may help you avoid easy pitfalls.
There’s an alarming difference between perception and reality for current and future retirees.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.