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1150 Thorn Run Rd Ste 109
Moon Township, PA 15108

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Lazarowicz Financial Services

(412) 299-7390

 
Are you saving enough for retirement? How solid is your foundation? Are you prepared for life’s special situations? Help your child’s dream become a reality.

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

Helpful Content

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What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Good Health is Good Business

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Social Security: Maximizing Benefits

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Healthcare Costs in Retirement

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When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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.

The History of Retirement

Do you know where the idea of “retirement” comes from?

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Business Cycle

How will you weather the ups and downs of the business cycle?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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