Entries by Alex Menassa, MBA, CPA

Retirement Planning – What big lessons did we learn from 2016

What are some retirement risks that people often underestimate, or forget about? What action steps can people take to deal with this risk? What else should people be on the lookout for? Any other underestimated retirement risks? What can be done about this risk? Watch Szarka Financial’s CEO Alex Menassa, CFP®, ChFC®, discuss these issues […]

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 […]