( 972 ) 437-4089 www . johncheckijr . com
asked . If you are employed and your employer has a 401k and you are eligible , participate . Contributions will be pre-tax and automatic in most plans . If you are not employed , or if you ’ re self-employed , you can establish an IRA . If you are over 70 ( like I am ), sorry we can ’ t make a contribution to our IRA . We have to take required minimum distributions . Still , we can spend less money than we make , save and invest . ( We still do , despite being financially independent .)
What does rich or financially independent mean to you ? To me , it means we have enough assets or income without having to work to support us in our current lifestyle . Oddly , many of us who still enjoy our work , will work , study , go to conferences , pay coaches , read , research , volunteer , dance , exercise , laugh , and enjoy life .
Closing advice ? Spend less money than you make , save and invest . Don ’ t forget to enjoy each breath you take and enjoy the journey .
Securities are offered through Securities America Inc ., member FINRA and SIPC , Advisor services offered through Securities America Advisors ., an SEC Registered Investment Advisor . John Checki , Jr . Representative . This is not a CPA Firm .
John Checki Jr . and his firm have been helping some of the nicest families in North Dallas , Richardson , Plano , and Frisco for about thirty years . They specialize in Baby Boomers Wealth Management and have a unique and complete Wealth Management Process . You can read the rest of their story on their website . ( John ’ s proudest accomplishment is his family : Children , Grandchildren and Wife .) They love to travel , scuba dive , take pictures , study and family and church gatherings .
John Checki , CPA , CFP ®, CRC ® Your Personal Chief Financial Officer
J . J . Checki III
2435 N Central Expy , Ste 1508 Richardson , TX 75080
( 972 ) 437-4089 www . johncheckijr . com
John Checki
COLLIN COUNTY Living Well Magazine | JULY / AUGUST 2018
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