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Our Retirement Planning Blog

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Retiring in PA vs. FL vs. SC

This article compares retiring in Pennsylvania with other popular retirement destinations for Pennsylvanians: Florida and South Carolina....

Retiring in PA vs. FL vs. SC

Retiring in PA vs. FL vs. SC

This article compares retiring in Pennsylvania with other popular retirement destinations for Pennsylvanians: Florida and South Carolina....

Where Can I Find a TSP Advisor?

Where Can I Find a TSP Advisor?

Step 1 to Find a TSP Advisor: Narrow your search exclusively to financial advisors who act as fiduciaries at all times. This is a critica...

Minimizing Pennsylvania Inheritance Tax

Minimizing Pennsylvania Inheritance Tax

How do you minimize inheritance tax in Pennsylvania? There are practical ways to reduce the impact of Pennsylvania inheritance tax while ...

What Does a Financial Advisor Do?

What Does a Financial Advisor Do?

What do financial advisors do? This article was written from our own retirement planning experience. What a financial advisor does will v...

Retirement Income Planning in Pennsylvania

Retirement Income Planning in Pennsylvania

Retirement Income Planning in Pennsylvania is simpler than in many other states because PA does not tax retirement income sources such as...

Time to Retire? Rolek Retirement Planning Survey Results

Time to Retire? Rolek Retirement Planning Survey Results

Time to retire? When should I retire? Can I retire yet? We asked 10 questions about retirement planning preparation to readers of our boo...

What is the Best Medicare Supplement Plan in Pennsylvania?

What is the Best Medicare Supplement Plan in Pennsylvania?

What is the best Medicare Supplement Plan in PA? This article will discuss why enrolling in a Medicare Supplement Plan is important, how ...

2 Questions to Ask a Financial Advisor

2 Questions to Ask a Financial Advisor

Two simple questions can help you identify a financial advisor who will be an asset and, very importantly, protect you from those who wou...

Does PA Tax Retirement Income?

Does PA Tax Retirement Income?

Does Pennsylvania tax retirement income? Is social security income taxable in PA? Are pensions taxable in PA? Does Pennsylvania tax IRA a...

Protecting Assets from Potential Future Long Term Care Costs in Pennsylvania

Protecting Assets from Potential Future Long Term Care Costs in Pennsylvania

How do you protect assets from potential future long-term care and nursing home care costs? This article discusses several techniques to ...

What is a Retirement Financial Advisor?

What is a Retirement Financial Advisor?

A retirement financial advisor, also sometimes referred to as a retirement planner, is an advisor who is specially equipped to provide re...

When Should I Hire a Financial Advisor?

When Should I Hire a Financial Advisor?

Before covering 6 situations when hiring a financial advisor adds value, we must address how to choose a financial advisor. It’s critical...

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Rolek Wealth Management, LLC ("Advisor") is a registered investment advisor. The information contained on this website is for informational purposes only and should not be considered investment advice or recommendations, nor should it be consider tax or legal advice. Consult a tax or legal advisor regarding your individual situation. Advice may only be provided after entering into an advisory agreement with Advisor.

 

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