Entries by Alex Menassa, MBA, CPA

Retirement Planning – What big lessons did we learn from 2016

What big lessons did we learn from 2016 regarding retirement planning? How should people go about putting together their retirement/investment programs? What throws people off course when executing their investment program? Why do so many people make ill-advised changes to their retirement programs? Do you have any advice for people to raise their chances of […]

A Possible Windfall for Divorced Spouses from Social Security

What are some retirement planning issues that divorced spouses have to face? Is there help available if a spouse spent significant time out of the work force? What are the requirements for a divorced spouse to collect on their ex-spouse’s record? Will this have any impact on the ex-spouse? Watch Szarka Financial’s Senior Financial Advisor […]