Divorce: Diving Retirement Assets

, , ,
There are certain times in life when you are faced with a lot of important financial decisions over a short period of time, with which you may have never previously dealt. During a divorce is one of those times. The situation is made even…

Planning For Your Later Years

, , , ,
“When he was younger, our Senior Financial Planner, Chuck Conrad, was a member of an elite Army Ranger unit, and back then proper planning could make the difference between life and death for himself and the others in his squad. His instructors…

Teach Your Children Well

, , ,
I borrowed the title of this article from a song by Crosby, Stills & Nash because it seemed very appropriate. I recently read an article written by Ric Edelman about the 50th anniversary edition of The Game of Life. This game was fun to…

Should I Use Investment Money to Pay Off a Home Equity Loan?

, ,
  Is it better to pay off a home equity loan or invest my money? Are there situations where one choice may be better than the other? What happens with a home equity loan if the house drops in value? Watch Szarka Financial’s Senior…

How to Keep Your Investment Assets out of Probate

,
What exactly is Probate? What types of things have to go through Probate and why? Are there ways to avoid it completely? What are the biggest mistakes you see people making when it comes to Probate? Watch Szarka Financial’s Senior Financial…

What Gene Wilder's Death Can Teach You About Estate Planning

,
Gene Wilder, who died Aug 29th at age 83 from complications due to Alzheimer's disease, kept his illness hidden from most people for at least three years. Is this a common approach? What have you seen in your practice in how to deal with these…

What can we learn from Prince’s Estate Planning mistakes?

,
What can we learn from the recent death of Prince? Even if you don’t have millions like Prince, learn what it means to put together a plan for how you want your money and possessions passed on to your heirs when you die. Watch Szarka Financial’s…
new-year-strong

Starting off the New Year Strong: 4 Tips to Improve your Finances in 2016

, , , ,
Starting off the New Year strong is essential for improving your finances in 2016. Here are 4 tips for how to get started. 1. Get on the same financial page as your partner.​ Coordinating spending and saving habits in a joint bank account…

Probate is a Hassle, However It Can Be Totally Preventable

,
The old saying is tried and true: nothing is certain except for death and taxes. When it comes to the first part of that saying, the fact is that there is nothing at all certain about the probate hassles that often come along with the passing…

Costly Financial Mistakes Recently Made by Celebrities

,
You would think that rich, famous celebrities would take great care of their estate and financial planning affairs, wouldn’t you? That they couldn’t possibly make the same mistakes as the rest of us common, ordinary folk often do. You…