Jerry Pawlowicz, MBA

Financial Strategies and Objective Guidance for Investing for your Future Retirement Income and Helping you to Protect your Net Worth.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

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