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.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Don’t overlook the need for renter’s insurance if you rent your home.
Purchasing homeowners insurance is critical for protecting your home.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
One way to find money is to examine your current spending habits and eliminate money wasters.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The market is as unpredictable as the weather. We’d love to help you prepare.
Here is a quick history of the Federal Reserve and an overview of what it does.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.