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Bochniak Financial Strategies

Helpful Content

Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Comparing Investments

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Debt vs. Investment

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

How the SECURE Act 2.0 Changed RMDs

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

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

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Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Debt-to-Income Ratio Calculator

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

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Student Loan Refinance Calculator

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

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Business Cycle

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

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Retirement Plan Detectives

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

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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