Home | Bochniak Financial Strategies

Helpful Content

To choose a plan, it’s important to ask yourself four key questions.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Calculate the dividend yield of a holding and see what that means for income over time.

Protect yourself against the damage that your homeowners policy doesn’t cover.

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Time and market performance may subtly and slowly imbalance your portfolio.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Estimate your potential federal capital gains tax liability on the sale of an asset.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Compare your current student loan terms to a potential refinance to see if it makes sense.

Calculate the dividend yield of a holding and see what that means for income over time.

See how extra payments toward your student loans could shorten your payoff timeline.

When do you need a will? The answer is easy: Right Now.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Watch this fun video for tips on how to search for missing money.

This short video helps explain why markets can be as unpredictable as the weather.

Have you found yourself suddenly single? Here are 3 steps to take right now.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Office:	215-536-1500
Fax:	215-536-3554