Broker Check

1150 Thorn Run Rd Ste 109
Moon Township, PA 15108

LinkedIn

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

What’s Your Investment IQ?

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

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

View all articles arrow

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Impact of Taxes and Inflation

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

What Is My Life Expectancy?

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

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

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

View all presentations arrow

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Business Cycle

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

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

View all videos arrow