What Is Your How to Have Fun and Still Have Money Question?
We will be answering your question personally.
Simple Elegant Wealth Management
Plan, Invest, Retire
and Have Fun With It.
Doing our Best to Make Work
Optional For Our Clients.
John Checki Jr.
CPA CFP® CRC®
We are here for your personal investment consulting and have our wealth management process outlined right below our purpose.
Look forward to hearing from you.
Working with You as, Your Personal Chief Financial Officer.
Wealth Management =
Investment Consulting +
Advanced Planning +
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The market is as unpredictable as the weather. We’d love to help you prepare.
You’ve made investments your whole life. Work with us to help make the most of them.
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, cracking the code on bonds.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.