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
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Second marriages are a trigger event to revisit any existing estate strategies.
This worksheet can help you estimate the costs of a four-year college program.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Do your insurance needs stay the same when the nest empties?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
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
Here’s a crash course on saving for college.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
When do you need a will? The answer is easy: Right Now.
Why are 401(k) plans, annuities, and IRAs so popular?
You’ve made investments your whole life. Work with us to help make the most of them.
Understanding the cycle of investing may help you avoid easy pitfalls.