Boomer Planning

Financial Planning

Retirement Income Planning

IRA and 401K Rollovers

Insurance Planning



John Checki CPA, CFP®, CRC®
972-437-4089
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.

 

Helpful Content

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Your DNA Test

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

 

Countdown to College

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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.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

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However exciting retiring abroad may sound, it deserves considerable planning.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

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This calculator compares the financial impact of leasing versus buying an automobile.

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Estimate how much income may be needed at retirement to maintain your standard of living.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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