Entries by Alex Menassa, MBA, CPA, JD

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A Huge but Little Known Retirement Risk: Sequence of Returns

  Are there any retirement risks that most investors don’t know about? Who should be worried about sequence of returns risk? What exactly does it mean? What can you do to reduce the potential harm of sequence of return risk? Watch Szarka Financial’s Senior Financial Planner Alex Menassa, MT, CPA, JD discuss these issues News […]

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Age Related Retirement Milestones That Could Even Have You Looking Forward to Your Next Birthday

  For most of us, our attitude towards our next birthday can change dramatically as we go through life. Early on, we may greatly look forward to certain birthdays. For example, many people look forward to their 18th birthday because in most states, that marks the “age of majority” when they are legally considered an […]