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IRS Changes Inheritance Rules: Protecting Your Legacy
Sep 4, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
How to Stop Subconsciously Sabotaging Your Financial Goals
Aug 1, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
What is your number one financial goal right now? What do you want to be able to achieve more than anything else financially (and in life)?
Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps
Jul 3, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It’s the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper.

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About Us

At Wozny Capital Advisors, you’ll receive personalized concierge quality financial, retirement, and college planning, estate planning, tax planning, and investment management services. Whether you need some or all the services offered, your financial plan is tailored to your individual situation.

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1818 Library St, 5th Floor
Reston, VA  20190

E: info@wozcap.com
P: 703-939-9300

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Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. Stratos Wealth Advisors, LLC and Wozny Capital Advisors, LLC. are separate entities.

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