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.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Here’s a crash course on saving for college.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There are hundreds of ETFs available. Should you invest in them?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
When should you take your Social Security benefit?