John Checki CFP®, CRC®
What Is Your Wealth Management Question?
Use the link next to this, ask us your question, I promise,
we will respond personally to you.
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
+ Relationship Management
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Here are five facts about Social Security that are important to keep in mind.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Understanding how a stock works is key to understanding your investments.
Retirees traveling abroad need to know that their health insurance travels with them.
Here are some simple and inexpensive energy-saving tips that may help you save money.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
What does your home really cost?
Understanding the cycle of investing may help you avoid easy pitfalls.
Learn how to harness the power of compound interest for your investments.
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.
Agent Jane Bond is on the case, covering how bond laddering works.