Mrozek Financial

Mrozek Financial

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

Three Key Questions to Answer Before Taking Social Security 05/02/2025

Three important questions to consider before you start taking.

Three Key Questions to Answer Before Taking Social Security When to start? Should I continue to work? How can I maximize my benefit?

FIRE Retirement 04/30/2025

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

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

How Will Working Affect Social Security Benefits? 04/28/2025

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

How Will Working Affect Social Security Benefits? Knowing the rules may help you decide when to start benefits.

Retirement Seen Through Your Eyes 04/25/2025

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

Retirement Seen Through Your Eyes What's your vision of retirement?

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 to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement.

Pullbacks, Corrections, and Bear Markets 04/21/2025

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

Pullbacks, Corrections, and Bear Markets When the market experiences volatility, it may be a good time to review these common terms.

The Facts About Income Tax 04/18/2025

Check out this video on taxes.

The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Counteracting Capital Gains with Tax-Loss Harvesting 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.

Counteracting Capital Gains with Tax-Loss Harvesting You may have heard the phrase

Insurance Needs Assessment: When You're Newly Married 04/14/2025

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

Insurance Needs Assessment: When You're Newly Married Marriage changes everything, including your insurance needs.

What's My Potential Estate Tax? 04/11/2025

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

What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability.

Protecting Your Home Against Flood Loss 04/09/2025

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

Protecting Your Home Against Flood Loss Protect yourself against the damage that your homeowners policy doesn’t cover.

Volunteering in Retirement 04/07/2025

Thinking of volunteering in retirement? Some considerations.

Volunteering in Retirement 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

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm