Stawicki Financial Strategies & Insurance Solutions

Happily Ever After comes by design, not by chance.  The team of financial professionals at Stawicki Financial Strategies is committed to converting your vision into reality.

 As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.


Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Is there any reason you wouldn't want to maximize your resources, not only to enrich your life today, but also to fulfill your vision of tomorrow?


Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.





Karen E Stawicki is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of CA (0A01037), NV, PA, & TX. No insurance business may be conducted outside this/these states referenced.


Karen E. Stawicki is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of CA, ID,. No offers may be made or accepted from any resident outside the specific state(s) referenced.


Karen E Stawicki is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA, ID, NV, PA, & TX. As such, these services are strictly intended for individuals residing in CA, ID, NV, PA, & TX.


Stawicki Financial Strategies and Insurance Solutions is not owned or operated by NYLIFE Securities LLC, or its affiliates.

Neither Stawicki Financial Strategies and Insurance Solutions, its employees nor NYLIFE Securities or its representatives render tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation.


 

 

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

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