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Who would have thought there would be online communication which would allow us to care, share and publish?  This is a wonderful opportunity, let's not just learn how but flourish, now.  Okay?


Wednesday, April 18, 2018

Be Happy, Have Fun, Cook, Communicate, Get Real, and Most Importantly Love. Simple yet complete. Enjoy.


Monday, April 16, 2018

The annual GDP Growth Rate in the U.S. averaged 3.19% from 1948 until 2017.-Trading Economics


Monday, April 9, 2018

Seventy-four percent of Americans said estate planning is confusing. Only a bit more than half of Americans have a will and just 17% have a trust. Only 10% of those without a will or trust have spoken with an attorney or other...


Friday, March 23, 2018

Not a day goes by without some change. Some of us weigh daily, some would be driven batty by this. If we keep in mind what brings us Joy and what darkens our day, and look toward the Joy, would that help? It might, or we could learn to...


Monday, February 19, 2018

Have Fun with Presidents' Day whether you're on the job, in the office, washing the dishes, or day dreaming. Not my monkey? What does that mean to you?


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Monday, January 29, 2018

Vision, Goals, Planning, Checking Progress, how very lovely.


Monday, January 22, 2018

Seriously, how is your 2018 so far? Has the tax law or increasing market levels had an impact on your plans or actions? Have new medical breakthroughs been a blessing yet? I your family expanding with new grandchildren, or adventures,...


Friday, January 12, 2018

Isn't that fun? My sixth decade is coming to a close and a new and improving birthday approaches. Oh boy, now I cannot contribute to my SEP-IRA or IRA, and wonder of wonders have the personal experience of the blessing of an RMD...


Monday, January 8, 2018

Okay? What shall we do next? Great Question. Review our situation and plan, and take appropriate action.


Friday, December 29, 2017

Can be so effective in so many ways.


Saturday, December 16, 2017

Get That Way? Great Question. Simple Elegant Wealth Management might be your answer.


Friday, December 1, 2017

WM=IC+AP+RM Wealth Management Equals Investment Consulting Plus Advanced Planning Plus Relationship Management Simple Elegant Process.


Monday, November 13, 2017

Healthy people make 28% more over their lifetimes than unhealthy people. MarketWatch, October 30, 2017


Monday, October 16, 2017

If Amazon were a U.S. state, it would rank fifth in terms of job creation in the 12 months ending in June, 2017. Only Texas, California, Florida, and New York added more jobs over that time period.-Bureau of Labor Statistics


Monday, September 25, 2017

In July, there were 6.17 million job openings in the U.S., the highest figure on record.-The Economist, September 12, 2017


Monday, September 11, 2017

In the United States, there is a record number of job openings- around 6 million. That is about one job opening for every officially unemployed person in the, Aug 31, 2017


Monday, August 14, 2017

Donald Trump is the first U.S. president without a pet since Andrew Johnson left office in 1869. -The Economist, July 17, 2017


Monday, July 24, 2017

It takes most people about six months to recover financially after a vacation. On average, survey respondents spent about 10% of their annual income on trips., June 20, 2017


Wednesday, July 19, 2017

How am I going to pay my bills, live like I do now, and keep my lifestyle going? Also, can I now finally kick up my heals and travel? I just don't want to be blindsided along the way? These are questions we address daily with Joy,...


Monday, July 10, 2017

Americans made 433 million fewer trips to eateries at lunchtime last year than in 2015, resulting in roughly $3.2 billion in lost business for restaurants. It was the lowest level of lunch traffic in at least four decades.-The Wall...


Wednesday, July 5, 2017

For those of you who have lost someone close to you, Summer is a time to cherish what we knew, heal from whom we have lost, and begin to grow to the new you. Don't let any of us should on you or give you a time line. We all healed and...


Thursday, June 29, 2017

Many Federal Employees are considering retiring and enjoying the next stage of life. Happy to be there for you. Give us a call: 972-437-4089.


Thursday, June 22, 2017

Have we been Procrastinating today and enjoying it or feeling guilty about it? Dan Sullivan, has some thoughts on this and has been doing a series on The Joy of Procrastination on YouTube with Dean Jackson, it is a lively and stress...


Monday, June 19, 2017

In 2016, Americans spent an eye-watering $1.9 trillion just to comply with federal regulations. If the regulations were a country, they would be the world’s seventh-largest economy. Our regulatory tab is nearly as large as the...


Monday, May 15, 2017

In April, non-farm private employment rose for the 86th straight month, the longest such streak on, May 11, 2017


Tuesday, April 25, 2017

There are more than 500,000 open computing jobs nationwide, but less than 43,000 computer-science students graduated into the workforce last year.-USA Today March 28, 2017


Monday, April 17, 2017

The richest 20% of Americans pay the most in income taxes, forking over nearly 87% of all the income tax collected by Uncle Sam.-MarketWatch, Feb 23, 2017


Monday, March 27, 2017

For every dollar people are contributing to their retirement savings, about 40 cents is being withdrawn before they reach their late 50’s.-MarketPlace, February 13, 2017


Monday, March 20, 2017

Some 45% of bottled water brands are sourced from the municipal water supply- the same source as what comes out of the tap.- MarketWatch, March 12, 2017


Monday, February 27, 2017

The U.S.’s bacon reserves plunged to their lowest levels since 1957 because of soaring demand. Pork belly prices have jumped 20% in January alone.-USA Today, February 1, 2017


Tuesday, February 21, 2017

U.S. imports made up just 15% of our GDP in 2015- which makes us less reliant on imports than almost any other country. Less than 3% of U.S. spending is on Chinese imports.-The Economist, January 26, 2017


Monday, February 13, 2017

Sensors and devices are embedded in everything from cars and street lamps to wearables and wind turbines. In 2016, 5.5 million new things got connected to network infrastructure each day.-Deloitte.wsj


Monday, February 6, 2017

Professional athletes have complicated tax situations- for every game they play in, they have to pay the income tax rate of the state where the game is played. Since the Super Bowl was in Texas, a state that doesn’t impose the...


Monday, January 9, 2017

The total value of the U.S. housing stock grew to a record $29.6 trillion in 2016, an increase of nearly 6% and $1.6 trillion over the previous year.-MarketWatch, Jan 6, 2016


Monday, December 5, 2016

The top 1% of households earn 17.2% of all U.S. income but pay 28.7% of all federal taxes. -Wall Street Journal, Dec 1, 2016


Monday, October 17, 2016

Roughly a billion people around the world now use each of Google’s most popular services: Chrome, Google Maps, Gmail, Android, and YouTube. By Google’s estimates, that’s nearly a third of the global online population...


Tuesday, October 11, 2016

We help people retire, have fun and have money left over. Let us know how we can help you with that.


Monday, October 3, 2016

Is there a process and is it being followed? We do and highly recommend: WM=IC+AP+RM. Wealth Management Equals Investment Consulting Plus Advanced Planning Plus Relationship Management. Give us a call for your Second Opinion. Look...


Monday, September 26, 2016

Isn't funny? When we think of Wealth Management some investors and Wealth Managers start and stop with Investment Counseling, better known as portfolio management. Golly what about Advanced Planning? Tax Planning (Federal, State,...


Wednesday, August 24, 2016

We have been investing since age 16 in New Jersey. Studied at TCU and received my first degree in Economics. Those investments paid for our sophomore year at TCU. My brother Ron loaned me the money for the Junior year and I won a...


Wednesday, June 22, 2016

Wealth Management = Investment Consulting + Advanced Planning + Relationship Management Investment Consulting= Management of all investment elements to maximize the probability of clients achieving all that is important to them....


Monday, May 2, 2016

Most of us who have accumulated wealth by working hard at what we love to do, worked with experts along the way. Whether it is a hail damaged roof, a CPA, Estate Planning Attorney, Master Mechanic who specializes in our make and model...


Monday, April 11, 2016

We are thankful and treasure our good health. We work at it as well. Diet (eating properly and modestly),Exercise, not like an Olympic athlete yet with vigor and purpose (interval training), and Rest (the hardest for us.) We have a bad...


Monday, October 12, 2015

Guess we all have our traditions and holidays. Thanksgiving is one of my favorites, good food, family, friends, football, and walking off the dinner. We luck we give thanks are filled with gratitude, and energized to finish out the...


Friday, October 2, 2015

How is that working for us? It depends. We can sit and spit. Complain and Worry and get in a Hurry.OrWe can Plan ahead, Work our Plan, and Enjoy the Journey. Give us a call and let's talk. We will listen and learn about you.


Monday, September 28, 2015

Recent research reveals it is planning for Healthcare Costs and Long Term Care Costs, during Retirement. Wow, That is a great question, and not to sorry there are answers as well.No kidding.


Tuesday, September 15, 2015

Persistence, nothing quite can replace it. We listen, learn, plan, and those who do, take action. Then we follow up. Listen somemore, and consider it all JOY.


Thursday, September 10, 2015

How can we help eachother is a great question for both of us. What do we bring to the table and enjoy giving away, and have expertise to make a difference? How can we identify this? What do people keep asking us to do? That is the...


Tuesday, August 11, 2015

Saving: spending less than we make? Yes, that's right, it is how we learn to say yes to our future and no to an impulse or two. It is a good habit one which many of us were taught when we were young and kept up with it. Then there is...


Wednesday, August 5, 2015

Years ago, when I went from being a tax practitioner CPA to a Financial Advisor, we saw lots of testimonials which highlighted long term investors who had invested in a particular mutual fund, stuck with it, reinvested their dividends...


Monday, August 3, 2015

Yes, it is rest and rejuvenation, relaxation, adding perspective expanding our horizons, and broadening our smiles, joy, and lives. Wouldn't you agree?


Friday, July 31, 2015

Closely. Why? Well over time, have you noticed, markets in the U.S. have over time gone up? Just curious. Now there are days and months, and years, and even decades where it has gone down or sideways but from the day I was born in 1948...


Thursday, July 30, 2015

It is simple, I love helping guiding and mentoring my clients while they do the very same thing for me. We have grown over the years and learned what we like and what we don't like, and what we love and what brings us JOY.Let's plan...


Wednesday, July 29, 2015

That depends? For some of us, the work, it is all about the work. So, we need to be reminded to take a breath, enjoy the art, flowers and Joy of life, simply being alive and if blessed with health, well. If not be a great example of...


Monday, July 27, 2015

That depends on us. Do we enjoy being anxious, looking over our shoulders, fearing each moment and what might happen to us and our $$? I don't and I hope and pray you don't either. There are cycles, on the streets and in business. Take...


Wednesday, July 22, 2015

Just about every day a large hawk buzzes our building. Such a treat to see. He flies, glides, and we cannot see him land because it is a flight or two up from us and the angle is bad. Which reminds me. What can we learn from the hawk?...


Tuesday, July 21, 2015

Procrastination? Not a favorite word and the costs big, right along with the guilt we all feel about it. Not to worry about Procrastination. Just as soon as I meet someone who can turn back the clock and give us another chance, I will...


Thursday, July 16, 2015

So, is that investments? Insurance? What? Listening and Learning about the client (goals, fears, objective, where you are today and where you would like to go in the future). That is to say, collect data (feeling and factual), Analyze...


Wednesday, July 15, 2015

Wish they sent together more often? Perhaps we can shine a light on this. Behavior Finance is becoming popular (understanding why we do what we do with our $$$.) Seems like the more secure we are in our lives (that is internally secure...


Tuesday, July 14, 2015

Saving on a Regular Systematic Basis: Can over time address, pursue, and with luck, planning, adjustments, management, along with course corrections, might even help us reach our goals, no kidding.


Monday, July 13, 2015

One of my favorite authors: Kurt Vonnegut, "Nightmare, waking up one morning and realizing your high school graduating class is running the country."


Monday, July 13, 2015

Greek deal cut, Republicans multiplying like wire hangers in a motel room, kids driving mom and dad nuts (school's out), old guys gathering around telling stories, markets open and moving in three directions at once. What shall we do?...


Saturday, July 11, 2015

Could be boating, or floating, or simply relaxing or a sweet quinceanera party on Saturday. Relax enjoy and inspire.


Thursday, July 9, 2015

Let's chew on this question. Where do we want to go? It is summer, how about planning a trip/vacation? Okay, where would we like to go? Gets harder to do when we have been so many places already, yet......Let's see New England, and...


Wednesday, July 8, 2015

We can hear it in your voice and see it on your face, Passionate Purpose. Isn't it grand to know what we love to do and do it well? Our office does what is called Financial Planning, that includes a lot of listening to you and your...


Tuesday, July 7, 2015

Listening to you, learning your goals, hope and dreams, hearing your story, learning about where you are financially (wealth, tax, insurance, pension, Social Security), emotionally. Collecting your data, Analyzing your information,...


Monday, July 6, 2015

Yes, introduced to something new which you might find of interest, if you would like to limit your potential losses, and still be in a position for potential gains, without fees? Sounded just like what a client would design and easy to...


Thursday, July 2, 2015

to a happier, more organized, planned in advance, with room for surprises, and a bit of humor? That is what we like to do with our clients, day in and out. Come see us for some helpful hints.


Tuesday, June 30, 2015

Who wants Greece to drop out? Not the leaders I am told, not Germany either. Who wants that on their resume? Could be a temporary decrease in prices? What will that mean to long term bargain hunters? You tell me.


Thursday, June 25, 2015

This has a tremendous impact on our daily lives. What steps are we taking to maintain or improve our health along with our state of mind? Great questions. Wonder if doing what we love, using smaller food plates, and laughing more often...


Monday, June 22, 2015

Great question. Answer: It is a matter of cash flow both in and out. We plan ahead to help you properly arrange your assets to provide you the potential to have the cash flow you would like to have.I hope that was helpful. Look forward...


Wednesday, June 17, 2015

Nothing like a reorganization or reformation to present a little chaos and questions. We have helped clients with this over the years and look forward to hearing your story, when you feel you need us.


Tuesday, June 16, 2015

Take stock, make plans, execute the plan, follow up and review. Have fun with it.


Monday, June 15, 2015

Wonderful time to take a breath, look around, determine what is important and what is not. Have fun with


Tuesday, June 2, 2015

A wonderful time to rest reflect and plan ahead. Let us help you put your financial house in order.


Tuesday, February 24, 2015

Planning ahead? Great, we are strong experienced and knowledgeable in tax planning. Give us a call 972-437-4089, if you would like to hear more. John Checki


Monday, September 29, 2014

Thank You, for asking. We listen and learn about you, your family, your goals and objectives, where you are now financially, socially, and with family and career, collect information, analyze the information, come up with a plan of...


Friday, December 20, 2013

2014, what would you like 2014 to do for you and your family? Let's plan it together. John Checki


Tuesday, December 3, 2013

May seem like a funny question at this time of year, but how would we like to close out the year? Are we entering our first running race, say a half-marathon, and have our doubts about finishing up well? Do we have a 401K which is...


Saturday, September 7, 2013

Why? How about a free review of your long term goals, and let's if you are on track.


Saturday, July 20, 2013

How is your month going?


Wednesday, July 10, 2013

Worth living and remembering. How? Let's plan ahead and work that plan. It will be fun.


Monday, June 3, 2013

Great question. It begins with Health, Health Care Costs, Running Out of Money Worries, Taxes, Relationships, Boredom, and Family. Health, depends how well we chose our parents, and what we did with our God given gifts (diet, exercise,...


Tuesday, April 9, 2013

Wouldn't it be fun to not only have Retirement Income, but to have Tax-Advantaged Retirement Income? Of course it is. Nothing new about this. Whether it is the partially federal income tax sheltered income from Alternative Investments...


Tuesday, March 26, 2013

Is it health? Hardly a week goes by without a story and concern about health, young and old alike. What steps are we taking to put us in the best position to be healthy and fit? Do we have a routine in place that we enjoy and follow?Is...