Affluent Analytical Boomer Planning
Retirement Income Planning
IRA and 401K Rollovers
John Checki CPA, CFP®, CRC®
2435 N. Central Expy., Suite 1508, Richardson, TX 75080
Look forward to seeing you and hearing your story. Our Story. My parents worked hard, and saved their money. Being gracious loving parents, they taught us to do the same. We learned to invest from a neighbor, Mr. Conley. Luckily started investing when I was working at Shoprite Supermarket in Hasbrouck Heights, New Jersey. Wow, went to college, that was an adventure, (Newark College of Engineering, then Fairleigh Dickinson University, and TCU). Paid for several years of college from those investments then 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 and begin to understand what you and your family would like to have happen with your future. If you are ready to talk, call us. If not use the site, and if you would, sign up for the newsletter and stay in the loop. 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. What that means to you.
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 and work in Plano. Our children are grown, and raising families in Houston and Georgetown, 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. 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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Life and Death of a \$20 Bill
How long does a $20 bill last?
U.S. Personal Savings Rate
What can be learned from the savings rate?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Even low inflation rates over an extended period of time can impact your finances in retirement.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What are your options for investing in emerging markets?
Here are five facts about Social Security that might surprise you.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.