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
Rightsizing for Retirement
What does your home really cost?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
An inside look at how marginal income tax brackets work.
The federal government requires deceased individuals to file a final income tax return.
Do you have an estate strategy? You should.
Earnings season can move markets. What is it and why is it important?
Term insurance is the simplest form of life insurance. Here's how it works.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A bucket plan can help you be better prepared for a comfortable retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How will you weather the ups and downs of the business cycle?
Around the country, attitudes about retirement are shifting.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?