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…

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…
IRA-Unclaimed-Funds-Rules

How is My IRA Affected by Abandoned or Unclaimed Funds Rules?

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 How does the IRS treat escheatment of an IRA? What role do the rules on Required Minimum distributions play on abandoned funds? How can my IRA or other retirement plans be protected from unclaimed funds rules? Watch Szarka Financial’s…

Why Should you as a Consumer Care About the Department of Labor (DOL) Ruling?

      What is the Department of Labor (DOL) Ruling? When does it completely take affect? What does this mean for consumers? What does this mean for my 401k or IRAs? Watch Szarka Financial’s Senior Financial Advisor Mark…

Now That the DOL Ruling has Taken Affect, What Should Consumers Expect?

      What is the Department of Labor (DOL) Ruling? What does this mean for consumers? With this new ruling in place, how well are people protected? So, how will this affect how you do business? Watch Szarka Financial’s…

Now’s the Best Time to Spring Clean your Finances

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Why is it important to spring cleaning your finances? Why is this the best time to do this? What are some tips for spring cleaning your finances? What are the most important things to make sure that you do, especially with just doing your taxes?…

With the NFL Draft around the corner, have you thought about who your “financial” quarterback should be?

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Not only do the Browns need a good quarterback, so do you. What is a “financial” quarterback and how can they help? What can a financial quarterback do and when would you need one? Why is it best to use a financial advisor as your “financial”…

It’s 2017. Do you know what your savings are doing?

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What things should we be watching in 2017? What does it mean to me for the Dow to be at 20,000? How does that affect my savings and investments? What about my healthcare? Do you watch your portfolio? Watch Szarka Financial’s Senior Financial…

How might the results of this year’s election affect end-of-year planning for your finances?

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Is there anything that people should be doing regarding their finances now that the election is over? What types of end-of-year planning should people be concerned with regarding their finances? Some examples would be getting ready for Medicare…

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

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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…