Mrozek Financial

Mrozek Financial A Investment consultant, with the unique ability to tailor your investment portfolio to your specific

Three important questions to consider before you start taking.
05/02/2025

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

Are you considering a FIRE retirement? Learn the basics here.
04/30/2025

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

Are you planning to work after taking Social Security benefits? Know the rules.
04/28/2025

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
04/25/2025

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

Consider a bucket plan to go with your bucket list.
04/23/2025

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

What do you need to know when the market experiences volatility?
04/21/2025

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

Check out this video on taxes.
04/18/2025

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
04/16/2025

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

Marriage changes everything, including your insurance needs. Here are some things to look out for.
04/14/2025

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
04/11/2025

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.
04/09/2025

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

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

Thinking of volunteering in retirement? Some considerations.
04/07/2025

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

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2210 W State St
New Castle, PA
16101

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