John J. Checki Jr. CPA CFP® CRC®
Nice To See You!
We specialize in
Boomer Planning
Listening to You & Understanding You
Tax-Advantage Retirement Income
Retirement Planning
Legacy Planning
Tax Strategy Planning
This Firm is not a CPA firm.
You talk. He listens. What that means to you.
It takes time to get to know you and your preferences. Listening to you and understanding you is time well spent. John listens, really listens, in order to learn about you, your unique situation, history, values, purpose, and passions in life. After analyzing your situation, he works with you to fashion goals, priorities and plans.
His love for learning about people combined with extensive financial experience and training lend to his genuine gift for guiding people through the complexities related to their planning.
John and his wife, Suzi, live and work in Plano. Their children are grown, and raising families in Houston and Austin. Five grandchildren enrich our lives. With a passion for life he keeps his body, mind and spirit fit and active with continuing education, work, exercise, study, and volunteering. Suzi and John enjoy community, art, entertaining and traveling. John has been SCUBA diving since his youth in NJ, and enjoys taking pictures both above and underwater.
Helpful Content
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Capital Gains Tax Estimator
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Rightsizing for Retirement
What does your home really cost?
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.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The U.S. Credit Downgrade
This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.