More to Invest!

Kozak Financial Group

February 19, 2025

How are you investing? Is there a strategy or plan in place? How did you arrive at this strategy? For a substantial number of investors, these questions don’t tend to have clear and understandable ans...

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Market Volatility, what is an Investor to do?

Kozak Financial Group

February 04, 2025

Big, bold headlines are talking about some unexpected external event no one predicted (except the guest on the talking head programs who is now doing the rounds between the news channels, repeating th...

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Woman in office looking at her computer.

Vocations: Guidance for Success

Kozak Financial Group

January 15, 2025

Taking a step back and analyzing one’s skillset and interests can help to indicate where one’s internal compass is pointing.

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Maximizing your family’s wealth using tax free investing room

Kozak Financial Group

December 12, 2024

There are multiple good reasons to give money to the next generations. Depending on what your priorities are, there are different options for maximizing the potential outcomes of your gifts

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Fulfilment over Value

Kozak Financial Group

November 19, 2024

It can be easy to compare between the life you are establishing today and the life your parents have been establishing for the past 35 years. This comparison is detrimental to your own progress becaus...

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Legacy: What will you be remembered for?

Kozak Financial Group

October 16, 2024

Regardless of the specific path, the fact of the matter is that most people do not start thinking about their legacy until they are near the end of their journey. This is a mistake, not only because i...

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