Retirement Income Planning
IRA and 401K Rollovers
John Checki CPA, CFP®, CRC®
2435 N. Central Expressway., Suite 1508, Richardson, TX 75080
Look forward to seeing you and hearing your story. Our Story. My parents worked hard, and saved their money. They taught us to do the same. We learned to invest from our neighbor, Mr. Conley. I started investing when I was working at Shoprite Supermarket in Hasbrouck Heights, New Jersey. Went to college. Paid for several years of college from investments. Also won a scholarship for my final year at TCU. Wrote novels, climbed mountains, worked and worked. Returned to school attending, the University of Texas at Arlington, and earned my second degree and became a CPA. Had a talent for long range planning in industry, then public practice as a CPA specializing in individual taxation. Then moved on to comprehensive Financial Planning. Loved it and still do.
Let's hear your story, We would love to begin to understand what you and your family would like to have happen with your future. Use this site, and, sign up for the newsletter and stay in the loop. Give us a call, the sooner you do, the sooner we can help you define, and pursue your dreams in life. Again, we want to learn about you. Call us and ask for a copy of "The 7 Biggest Mistakes Boomers Make With Their Money."
This Firm is not a CPA firm.
You talk. We listen. It takes time to get to know you and your concerns. Listening to you and understanding you is what we do. Look forward to hearing about you and your family. We will learn about you, your unique situation, history, values, purpose, and passions in life. After analyzing your situation, let's work with you to set goals, priorities make plans and implement them. Then we review, review and visit.
Love learning about people. Yes, I have extensive financial experience and training, and have a genuine gift for guiding people through the complexities related to their planning, current and future.
We live right here in Plano. Our children are grown, and raising families in Houston and now in Plano, Texas. Five grandchildren enrich our lives. My son J.J. has retired from his Youth Ministry and has joined the practice, as our Registered Office Assistant, he is fully licensed. We have a passion for life, and keep body, mind and spirit fit and active with continuing education, work, exercise, study, and volunteering. We enjoy community, art, entertaining and traveling. Personally, I have been SCUBA diving since 1962, and enjoy taking pictures both above and underwater.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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Investment tools and strategies that can enable you to pursue your retirement goals.
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