Collin County Living Well Magazine September/October 2016 | Page 19

forever? How wonderful it is to have
parents who lived long enough to
age, so we can learn there is a beginning, middle, and an end to life. Yes,
we need to take measures to assure
we’re in great shape and leading a
balanced life; yet, how is that working
for us so far?
4. Money: What happened to it?
Now that we’re older and can’t drink
or eat or do as much as we used to,
let’s go with the best stuff, not just the
good or the better stuff. Problem with
that philosophy is, unless we have a vision, passion, and are willing and able
to pay the price and still pay the bills,
good for us. Perhaps we are in the majority, and having the best is something
we want. If so, consider renting first,
just to see if we just must have it or can
live without it.
5. Relationships: Marriage is an
expensive hobby that comes with a
lot more than just fringe benefits––children, in laws, moms and dads, uncles
and aunts, cousins, and problems with
expectations, misunderstandings, baggage, loss of abilities, growth in opposite directions all come with it. We
can go from hopeless to sublime, with
a little training and application.

6. Not Planning: Some of us were
born planners. Yet, everyone has a surprise or two along the way. Wouldn’t it
be wise to plan ahead, then work that
plan? Not planning leaves only valleys full of swamp and disappointment.
Consulting with coaches, guides, and
planners can equip us to anticipate the
next turn in the path of life.
7. Education: It’s an ongoing thing
not just in school. This should be a
lifetime experience and adventure.

Some of us were
born planners.
Yet, everyone has a

surprise
or two.

Education can equip us for new challenges, teach us perspective on our history, and prepare us for a bright shiny
future. Ignorance and/or lack of education pushes us into worry, fear and
chaos, day in and day out. Blind allies
and dead ends follow. Why not invest
in ourselves and be ready and able
to not only stand at the door, but hear

opportunity knock and be prepared to
open it. Wouldn’t that be more fun than
being shut in and left out? Of course,
that is why wise parents, friends, ministers, mentors, family, buds, and everyone with a lick of sense continues
to learn and learn and learn. It’s that
E-to-E ratio: Education to Entertainment.
The greater the ratio the greater the potential we have, at every age. So, one
of the biggest challenges for Boomers is
not getting our education in gear, on a
continuous basis.
So, what should we do?
Find someone who specializes in helping Boomers like us. They understand us,
our concerns and issues, and help people just like us. Most importantly, they
have a successful track record working
with Boomers. He has a multiple disciplined approach so his orientation is to
understand your unique situation and
help you through it. An acknowledged
all-star is a great choice. Lastly he has
lived through the experience as a Boomer himself. There is no school or substitute for this particular experience.
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 Representative. This is
not a CPA Firm.

John and his firm have been helping some of the nicest families in North Dallas, Richardson, Plano, and Frisco for about 30 years.
We specialize in Baby Boomers’ Wealth Management and have a unique and complete Wealth Management Process. You can read
the rest of my story on my website. (My proudest accomplishment is my family: Children, Grandchildren, and Wife.) We love to
travel, scuba dive, take pictures, study, and attend family and church gatherings.

John Checki, CPA, CFP®, CRC®
Your Personal Chief Financial Officer
2435 N Central Expy, Ste 1508
Richardson, TX 75080

[phone]

J.J. Checki III

www.johncheckijr.com

John Checki

COLLIN COUNTY Living Well Magazine | SEPTEMBER/OCTOBER 2016

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