Home | Bochniak Financial Strategies

Helpful Content

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Understanding how capital gains are taxed may help you refine your investment strategies.

Here are five facts about Social Security that might surprise you.

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Learn how to preserve and encourage family wealth with these simple, effective financial habits.

Simple steps may help you foil hackers and protect your privacy.

A windfall from a loved one can be both rewarding and complicated.

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

Estimate total wedding costs and see how different choices affect your overall budget.

Estimate how much home may fit within your budget based on income and expenses.

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

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

Explore how compound interest can grow your money over time with this interactive tool.

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

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

It's easy to let investments accumulate like old receipts in a junk drawer.

$1 million in a diversified portfolio could help finance part of your retirement.

When you retire, how will you treat your next chapter?

Here's a crash course on saving for college.

Here is a quick history of the Federal Reserve and an overview of what it does.

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