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.

 

 

  

  

 

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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Protect Your Business with a Disaster Readiness Plan

Most people think of hurricanes, tornados, and earthquakes as events that could seriously affect the operations of a business and result in shortages of goods and materials. But even a fire or a flood in the warehouse can cause operations to come to a grinding halt. By one estimate, one-quarter of businesses never reopen after a major calamity.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

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