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
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.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Ascertaining the value of your business is important for a variety of reasons.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Your credit score may influence how much you pay for auto and home insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you have causes that you want to support with donations? Here are three tips.
What is your plan for health care during retirement?
You’ve made investments your whole life. Work with us to help make the most of them.