Broker Check

215-536-1500

Bochniak Financial Strategies

Helpful Content

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Qualifying For Medicare Under Age 65

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

How Income Taxes Work

A quick look at how federal income taxes work.

View all articles arrow

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Social Security Tax Estimator

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

How Can I Save a Million Dollars?

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

Should I Buy or Lease an Auto?

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

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Federal Capital Gains Tax Estimator

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

View all calculators arrow

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

From Boats to Brokers

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

When Do You Need a Will?

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

View all videos arrow