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Making Your Tax Bracket Work. Have you explored all your options when it comes to managing your taxable income? Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. The Lowdown on Those Free Credit Scores. Are Real ...

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Making Your Tax Bracket Work. Have you explored all your options when it comes to managing your taxable income? Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. The Lowdown on Those Free Credit Scores. Are Real ...

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Home | John Kozuch | johnkozuch.com Reviews

https://johnkozuch.com

Making Your Tax Bracket Work. Have you explored all your options when it comes to managing your taxable income? Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. The Lowdown on Those Free Credit Scores. Are Real ...

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johnkozuch.com

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Money | John Kozuch

http://www.johnkozuch.com/resource-center/money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. The Power of Compound Interest. Learn how to harness the power of compound interest for your investments. Your Cash Flow Statement. What Our Kids Can Teach us About Saving Money.

2

Estate | John Kozuch

http://www.johnkozuch.com/resource-center/estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Principles of Preserving Wealth. Determini...

3

The Lowdown on Those Free Credit Scores | John Kozuch

http://www.johnkozuch.com/resource-center/money/the-lowdown-on-those-free-credit-scores

The Lowdown on Those Free Credit Scores. The Fair and Accurate Credit Transaction Act of 2003 provided individuals with valuable rights to the credit information that companies keep on them, but did you know the credit score provided to you may be different from the one provided to lenders? The first thing you should know is that you have a right to see your credit report once annually without cost. To receive your free credit report you can visit www.AnnualCreditReport.com. When you see an offer for get...

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Immediate vs. Deferred Annuities | John Kozuch

http://www.johnkozuch.com/resource-center/retirement/immediate-vs-deferred-annuities

Immediate vs. Deferred Annuities. No Doubling. Investing in an annuity through a tax-advantaged retirement plan such as a 401(k) plan or an IRA will not provide additional tax advantages. Source: CNN Money, June 12, 2015. Despite not being as well known as some other retirement tools, annuities account for 8% of all assets earmarked for retirement. With about $2 trillion in assets, annuities hold more funds than Roth IRAs.¹. Annuity contracts pass through two distinct phases: accumulation and payout....

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Investment | John Kozuch

http://www.johnkozuch.com/resource-center/investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. The Real Cost of a Vacation Home. What if instead of buying that vacation home, you invested the money? From Boats to Brokers.

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Home | John Kozuch

Making Your Tax Bracket Work. Have you explored all your options when it comes to managing your taxable income? Social Security: By the Numbers. Here are five facts about Social Security that might surprise you. Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. The Lowdown on Those Free Credit Scores. Are Real ...

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