Entries by Alex Menassa, MBA, CPA, JD

Don’t Be a Victim of the Looming 401(k) Crisis

There is a slow moving time bomb coming in the world of retirement planning, and it’s important for everyone to understand what’s happening so that they can avoid becoming a victim. The time bomb is that the traditional “3-legged stool” of retirement planning is quickly crumbling away, and it doesn’t currently appear as if anything […]

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 Senior Financial Advisor Alex Menassa, MT, CPA, JD, […]

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 […]

Tax Savvy Investing: How to Keep More of Your Investment Income

How can taxes take a bite out of your investment income? What should investors do to minimize taxes? Do all investments get taxed? Is there a way to generate tax-free income? How has the change in administration affected the markets and investments? Watch Szarka Senior Financial Advisor Alex Menassa, MT, CPA discuss these issues with […]