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 +
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
How Income Taxes Work
A quick look at how federal income taxes work.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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.
Making the most of surprises is a great reason to work with us.