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 +
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Understanding the value of a home warranty.
Earnings season can move markets. What is it and why is it important?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Military families face unique challenges, making personal finance even more critical.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
There are hundreds of ETFs available. Should you invest in them?
The market is as unpredictable as the weather. We’d love to help you prepare.
Understanding the cycle of investing may help you avoid easy pitfalls.
Taking your Social Security benefits at the right time may help maximize your benefit.