Top 3 Mistakes People Make in Second Marriages

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What is the first thing that couples should do to ensure their second marriages succeed? Should couples merge all bank accounts or keep them separate but set up a joint account for household expenses? What should you discuss if you have young…

Financial Tips to Help Second Marriages Succeed

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What is the first thing that couples should do to ensure their second marriages succeed? Should couples merge all bank accounts or keep some separate? Should they set up a joint account for household expenses? Is there value in having a prenuptial…

Four Critical Topics to Bring up with Aging Parents

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Why is it that so many families put off talking about their parent’s finances, and/or their declining health situation until a crisis occurs? What should children or family members do to get the conversation started? What should you talk about…

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

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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 DOL Rules Could Change Your Relationship with Investment Advisors

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What’s the big change in the investment field that everyone is talking about? What does the fiduciary standard mean? What do the new rules say and what other practices might be changed under this new rule? Watch Szarka Financial’s Senior…

The Bear Market Is Growling: What Should You Do?

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January 2016 market results were the worst in the history of the S&P. What do we see for the rest of 2016? What should investors do?

Social Security Congress changes could affect your retirement strategy

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A lot of the recent political debates have talked about Social Security. What is the issue? What happened to the “surplus” all those years? Watch Szarka Financial’s Senior Financial Advisor Alex Menassa, MBA, CPA discuss these issues with…

What’s going on with the Stock Market?

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Q: What’s going on with the stock market, and what should investors do now? What’s been going on with the stock market so far this year? A: It’s dropped almost 10% from late December through the first week of January. And that’s…

How One Man Made a Million Dollar Inheritance Mistake

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Alex Menassa on Fox 8 News discussing a Million Dollar Inheritance Mistake With the decline of defined benefit plans, most people will be relying on their 401ks (along with Social Security) for retirement income. Thus most people will have…

Market returns have been flat this year…what happened to the bull market rally?

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Market returns have been flat this year…what happened to the bull market rally? The United States stock market rally has pretty much fizzled this year, as the market has been flat. This last week, the market lost about 3%, and we're approaching…