Understanding Today's Financial Environment
Lazarowicz Financial Services is a financial and tax organization located in Moon Township, PA. We understand that many individuals have challenges as they face their financial future and we are here to help.
At Lazarowicz Financial Services, we offer a unique approach through having a complete understanding of the tax implications that your investment planning may have on your future and overall goals for retirement. Whether your goal is simply preparing for retirement, or being able to effectively plan for any and all of the 8 Wealth Management Issues that you may face, we will help you start “Planning with Purpose” and help make those goals a reality.
*Investment and financial planning services are offered by Kenneth Lazarowicz through his affiliation with HD Vest
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
A quick look at how federal income taxes work.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Healthy habits are one of the greatest gifts to give your child.
It's important to understand the pros and cons when considering a prepaid debit card.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Take a look at this 2017 Market Recap.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.