Mrozek Financial

Mrozek Financial

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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.

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

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.

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

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Thursday 9am - 5pm
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