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 Avantax
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
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There are a few things to consider when buying or leasing your next vehicle.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This worksheet can help you estimate the costs of a four-year college program.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Important items to consider when purchasing condo insurance.
Five creative (and inexpensive) ideas for motivating your employees.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, cracking the code on bonds.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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The market is as unpredictable as the weather. We’d love to help you prepare.
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