Welcome to Retirement Income Strategies Pro
Concerned About Running out of Money In Retirement?
Mr. Kollar has been interviewed by these and many other media outlets around the country:
Reduce Your Financial Risk In Retirement
Watch a quick video to learn about our "Rock Solid Retirement Income Strategy".
Peace of mind that comes with retirement income that's guaranteed to last as long as you do!
Our Financial Services
What we do for clients at KollAR INSURANCE SERVICES
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike.
Let us get to work on a plan for you.
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward.
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – tax-free and guaranteed!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
Long-Term Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.
Qualified Plan Rollovers
Changing jobs and retiring are two transition times in our lives that can be stressful. Fortunately, we work with people every day who are in the same situation and looking to take control of an employer-sponsored plan or just need help transferring the money to another employer plan. We make a seemingly daunting task easy and are happy to help you with your qualified plan questions and needs.
Here are four things you can do with the money in your employer sponsored retirement plan:
Leave the money where it is
Take the cash (and pay taxes, plus a 10% tax penalty if you are younger than age 59 ½)
Transfer the money to another employer-sponsored plan (if the plan allows)
Roll the money over to a self-directed IRA
Let us help you determine if a rollover is the right move for you!
Podcasts & Radio Shows
About Us
Mark Kollar
Retirement Planning Specialist
Mark Kollar is a well-known financial educator in the Chicago area and the host of the YouTube Channel: Retirement Income Strategies Pro and his Podcast: Mark Kollar’s Financial Cornerstone. Mark hosts workshops and seminars in the Chicago area for retirees and pre-retirees focusing on retirement and estate planning. He is the author of The Retirement Navigatoravailable on Amazon. He is sought after throughout the state of Illinois and nationally for his expertise in retirement planning and retirement income planning. His clients include retirees from United Airlines, AT&T, McDonald's, Chicago Transit Authority, and HFC.
As a retirement and income planning specialist, Mark helps retirees and those near retirement, protect their savings, reduce income taxes and taxes on social security benefits and create a retirement income guaranteed to last as long as they do.
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Mark is a graduate of Loyola University of Chicago where he received his B.B.A. degree. He is a Registered Financial Consultant, a Certified Senior Advisor and a Certified Estate Planning Professional and owns Kollar Wealth Advisors, LLC, an Illinois Registered Investment Advisory firm and has pledged to always put the needs of his clients above his own.
Mark has been married to Elaine for over 35 years and they have three daughters. In his spare time, Mark and Elaine enjoy traveling, sailing, and long walks on the beach.
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Check out Mark’s book!
When it comes to getting safer with your retirement, sometimes the first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new.
Now you can read all about Mark’s safe money strategies and how he’s helped hundreds of retirees just like you.
Did you know that Warren Buffet’s number one rule to investing is never lose money? He also has a second rule…
Green Money, Red Money
Here’s a question I’d like to ask you: how much of your money is currently in the market? All of it? 50%? 80%? Did you consciously decide to have that percentage exposed to market risk, or did it sort of “just happen?” Why am I asking?
As I’ve said before, the markets go up, and the markets go down. A critical consideration is how much of your life savings are exposed to market risk. That is why I strongly encourage everyone to think of their money in terms of Red Money and Green Money.
Those terms may sound odd, but they will help us understand a fundamental concept. Let me explain...
