Szarka Financial Management


At Szarka Financial...You are More than Your Finances

  At Szarka Financial Management, we are committed to evaluating and understanding our clients’ needs, creating solutions and building long-term relationships. Each client, by working through our step-by-step Retirement Foundations planning process, is encouraged to develop reasonable investment expectations rather than chasing higher returns with higher risks.  Life savings must be prudently managed and carefully grown in order to help outpace inflation and taxes while reducing risks. Your financial independence is what we strive to achieve while providing you with an excellent "Szarka" client experience.
Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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Newsletters

Define Your Own Benefits

Everyone wants to be a happy retiree someday, but there's a big problem.

Six Times More Likely

It may be uncomfortable to consider the possibility that you could become disabled; however, preparing for the possibility now could help you avoid some more serious discomfort later.

Giving for the Greater Good

When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

New Lease on Life

Can your risk-protection strategy benefit from a whole-life insurance policy?

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