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 +
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Here are some simple and inexpensive energy-saving tips that may help you save money.
An inside look at how marginal income tax brackets work.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When do you need a will? The answer is easy: Right Now.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Investors seeking world investments can choose between global and international funds. What's the difference?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.