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

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Principles of Preserving Wealth

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

5 Smart Investing Strategies

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

Tax Management Strategies

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

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

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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.

The New Wild West: Bitcoin

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.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

The Business Cycle

How will you weather the ups and downs of the business cycle?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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