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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
Tax preparation may be the perfect time to give the household budget a check-up.
Technology tips to make your next trip even better.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
A look inside the U.S. government's statistics on household net worth.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How will you weather the ups and downs of the business cycle?
There are three things to consider before dipping into retirement savings to pay for college.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are hundreds of ETFs available. Should you invest in them?