To Lump Sum or not Lump Sum it - That is the Question

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When should a pension option not be converted to a lump sum? What are two good reasons to take the lump sum option? Watch Szarka Financial’s Senior Financial Advisor Mark Stratis, CFP®, discuss these issues with Fox 8 News Anchors…

Trade War: Reality or Hype?

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How much of the volatility we are seeing in the stock market is related to the trade war with China? What are the potential dangers if the talks fail to find a resolution? What should investors be doing now? Watch Szarka Financial’s CEO…
Timeless Financial Tips for Financial Success

What should you do with your old U.S. Savings Bonds?

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A lot of people still hold U.S. Savings Bonds. What exactly are they and are Savings Bonds a good investment? What are the pros and cons of old Savings Bonds? Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®, discuss these issues…
Timeless Financial Tips for Financial Success

Five Timeless Tips for Financial Success

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 There are a myriad of tips regarding financial planning. Today we are going to discuss a few that have stood the test of time. Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®, discuss these tips with Fox 8 News Anchors Stefani…

Home Sweet Dangerous Home

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Courtesy of our partners at Hartford Funds How a CAPS Professional Can Help You Age in Your Home You’ve heard it. That strange, barely audible noise coming from your car. You try to ignore it and think that maybe it will just go away.…

Old Scams, New Twists

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Courtesy of our partners at Hartford Funds Protect yourself from financial fraud in the digital age. A real-life prince emails for Your assistance. He needs help getting millions of dollars relocated from Nigeria. You’re promised a share…

Cradles Today, College Tomorrow

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Courtesy of our partners at Hartford Funds Newborns—the joys are limitless. Tiny fingers. Toothless smiles. The intoxicating new baby smell. But first-time and veteran parents alike know that limitless anxieties come along with having a…

4 Times You Really Need to Talk to a Financial Advisor

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;" What are the 4 times you really need to talk to a financial advisor? What kind of emotional mistakes do people make during a divorce? If aging parents want to stay in their homes, and how do you pay for that? How soon before retirement should…

What does a 1969 Woody Allen Movie have in Common with Today's Investment Markets?

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What is FOMO and how do I respond? What are some of the reasons why I should not get too "hung up" with numbers pertaining to the stock market? What does a Woody Allen movie have in common with today's investment market? Watch Szarka…

Investment Fundamentals: Bear Market

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Out of the various animal spirits that sometimes haunt Wall Street (bulls, dogs, black swans or unicorns, anyone?), the bear is perhaps the most feared among investors. Why? A bear market—defined as a decline of at least 20% in a broad stock…