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
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Even if you’re young and single, you should still consider protecting yourself.
Purchasing homeowners insurance is critical for protecting your home.
The true cost of raising a child may be far more than you expect.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Lifestyle considerations in creating your retirement portfolio.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
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
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
When should you take your Social Security benefit?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know these three personal finance sayings?
How will you weather the ups and downs of the business cycle?
Make your retirement as exciting as your next vacation.
That big list of dreams and goals isn't the only way to look at your bucket list.