Join us for this insightful episode of Money Talks where Les and Alex Szarka delve into the complexities of today's financial landscape. They discuss the critical economic indicators affecting both investors and the general populace, examining everything from the...
Blog
Our blog contains a wealth of articles and videos on important financial topics that we believe will empower and educate you, to feel more relaxed about your retirement.
READ: Roth IRA for Kids
Small business owners may find it challenging to find ways to provide additional benefits to their children who work for the company. One often overlooked choice is including a Roth individual retirement account (IRA) as part of their compensation, a strategy that...
READ: New Client FAQs
Understanding the Basics: How We Handle Your Financial Services at Szarka Financial Welcome to the Szarka Financial family! As a new client, you're likely curious about how we manage your accounts and the behind-the-scenes process. We've compiled this blog post to...
WATCH: Financial Empowerment with Szarka Financial
READ: Making a Charitable Gift
Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Donating appreciated securities to a tax-qualified charity may allow you to manage your...