Kozak Financial Group
Death is a difficult and personal topic, and losing your spouse is undoubtedly one of the most challenging times you may face in your lifetime
How much money do I need to retire?
The end of each year is a great time to reflect on what has happened and revisit your initial goals. Maybe you were looking to grow your portfolio through continued contributions, withdraw income to f...
If you are contemplating the snowbird lifestyle, we’ve outlined some often overlooked items that could have an impact on how you decide to spend your winters south of the border.
No matter what your business succession plan looks like, it is important that you start planning early.
Ask yourself questions like: What is the purpose of my wealth? What is most important to me? What legacy do I want to leave? What do I need my money to do? What do I want to happen to my money when I ...