Understanding Today’s Financial Environment
Welcome, I’m John Gerlick, a financial professional and CPA in Englewood, Colorado. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives. We also have an "unfair advantage" by having 40 years experience in tax preparation that allows us to analyze the tax implications of all financial decisions.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (303) 761-2750.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
When considering life insurance, it's important to understand your options.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
What does the Tax Reform and Jobs Act mean for you?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Gaining a better understanding of municipal bonds makes more sense than ever.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A special needs trust helps care for a special needs child when you’re gone.
$1 million in a diversified portfolio could help finance part of your retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are a few things to consider when buying or leasing your next vehicle.
Do you know these three personal finance sayings?