Retirement Financial Planning

How will I get an Ice Cream Cone in Retirement and Why do I Need to be Concerned About it?

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How is ice cream relevant to retirement? What are the two largest expenses in retirement? What are people doing to make sure they can get that ice cream cone and how does all of this relate to a financial plan? Watch Szarka Financial’s Senior…
Cleveland senior financial planner advisor

Is it Time to Jump Back into Stocks?

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  Compared to a few months ago, things seem pretty calm right now, but what risks are still out there that we should be watching out for? Is it time to get back into buying stocks? Watch Szarka Financial’s CEO Les Szarka, CFP®,…
Divorce affects retirement planning

How Divorce Can Impact Your Retirement Plans

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  Are there special rules with regard to retirement assets in divorce? What are some important things to keep in mind? What about IRA's? What other planning considerations are there in a divorce?

Who will Change my Light Bulbs in Retirement & Why is it so Important?

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What does the changing of light bulbs have to do with retirement? Are many people modifying their homes or are they just downsizing? What are the top trends for "aging in place"? Watch Szarka Financial’s Senior Financial Planner Chuck Conrad,…
Bucket Plan retirement

Retirement Using the Bucket Plan

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We are closer to a stock market correction. People react differently when the stock market drops. How you react when it does occur can make a big difference in your long-term results. If you know the stock market is going to drop, doesn't…
Plan ahead for later-in-life events

Planning Ahead for "Later-in-Life” Events

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  Who would this apply to? How do people go about deciding if this is an option they would even want to consider? What are the advantages of making this move? Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®, discuss these issues…
How to Backdoor Your Roth IRA - Alex Szarka

How to Backdoor Your Roth IRA

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Roth IRAs are an excellent way of diversifying your retirement savings. Most people have the vast majority of their retirement savings in some form of employee sponsored defined contribution plan such as a 401(k) or 403(b). These plans are often…
Why Women Need More Money in Retirement Than Men - Rick Martin

Why Women Need to Save More for Retirement Than Men

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    FACT: The number of wealthy women in the United States is rising twice as fast as the number of wealthy men. Experts estimate that by 2030, women will control as much as two-thirds of the nation’s wealth.1 That is good…

Divorce: Diving Retirement Assets

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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

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“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…