Strategies Designed to Grow, Protect, and Preserve Your Hard-Earned Assets
There are many questions and concerns about your finances that may not often be asked. At Przewlocki Horvath, our job is to discover what’s important to you, analyze where you are financially, and provide you with custom financial solutions catered to your goals. We are committed to maintaining the highest fiduciary standards of integrity and professionalism. The relationships we forge with our clients are built on a solid foundation of dedication and trust. The relationships and services we provide are long lasting and benefit multiple family generations.
We fully integrate flexible financial solutions that are always in your best interests. As an independent firm, we not only make recommendations free from potential conflicts of interest, but we have the flexibility to access countless strategies and products in the market. Contact us today to learn more.Contact Us
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Here are 4 great, and sometimes unexpected, places to raise a family.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
There are four very good reasons to start investing. Do you know what they are?
Keys to preparing to grow wealthy together.
A four-step framework for building a personal legacy.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here’s a crash course on saving for college.
Learn how to harness the power of compound interest for your investments.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How will you weather the ups and downs of the business cycle?
What if instead of buying that vacation home, you invested the money?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.