Retirement, Legacy, Boomer Planning John J. Checki Jr. CPA CFP® CRC® This Firm is not a CPA Firm

John J. Checki Jr. CPA CFP® CRC® This Firm is not a CPA Firm

                    

              

Nice To See You

 

 

We specialize in

                    

Understanding You

 

 

Retirement Planning

 

  

Boomer Planning 

 

 

Legacy Planning

 

 

This Firm is not a CPA firm.  

 

 

 

    

 

John J. Checki Jr., CPA, CFP®, CRC®

 

 

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 on two acres of land in North Dallas.  Their children are grown, and raising families in Houston and Austin.  Yes, there are four grandchildren.  With a passion for life he keeps his body, mind and spirit fit and active with exercise, study, and volunteering at Watermark Community Church and Lake Hightlands YMCA.  Suzi and John enjoy art, entertaining and traveling. John has been SCUBA diving since his youth in NJ.

 

 

  

  

 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Accumulation

Estimate the future value of your current savings.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

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The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

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