As an independent Investment Financial Services Firm, Falkowski Financial has been committed to providing comprehensive Financial Services for more than half a century to our clients.
Albert Einstein once said " Try not to become a man of success rather a man of value." at Falkowski Financial we strive to offer the most value through the highest level of service.
Capitalizing on our resources and products, we will develop strategies to help execute a thorough plan to pursue your financial objectives.
Our office combines a wide range of financial services with a client-centered philosophy.
Helpful Content
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
How Families Can Build a Financially Informed Legacy
How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
When Markets React
When markets shift, experienced investors stick to their strategy.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?