Bucket Plan retirement

Retirement Using the Bucket Plan

,
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…

Do the Recent Hurricanes Have You Worried About Your Investments? Are You Wondering How Harvey or IRMA Might Affect the US Economy?

,
        Harvey caused a lot of damage and interrupted many industries, affecting not only the Houston area, but other areas of the country as well. Now, Irma is threatening the Southeast United States and we can only…

The US Stock Market is at an All-Time High – Are You on Target for Your Retirement?

, ,
  The US stock market is at an all-time high. Should we expect the current market returns to continue? So what should our listeners expect going forward? What does this do to someone’s retirement plan? Watch Szarka Financial’s Senior…

It’s Not too Late to Make a Contribution to Your IRA

, ,
April 15th falls on a Saturday, what is the deadline this year for filing our tax returns? It’s not too late to make contributions on IRAs, correct? There are two types of IRAs? Which is better? Watch Szarka Financial’s Senior Financial…

3 Financial New Year’s Resolutions You Should Make Now

,
What are the 3 financial New Year's resolutions that people should focus on this year? How can these three basic steps have a big impact on your long-term financial plan? How can people overcome their worst enemy – themselves and keep their…

Planning your next vacation? What if it lasted 20 years?

,
Why do people spend more time planning a family vacation then their retirement? What are the three critical things that people should consider when they begin planning any vacation, especially if it’s going to last 20 or more years?  Watch…

4 Reasons to Continue Working After Retirement

,
What are some specific reasons to continue working during retirement? Whether or not you plan to work during retirement, learn why you need to plan now so that it’s your choice how you spend your retirement. Watch Szarka Financial’s Senior…

Social Security rule changes made by Congress could affect your retirement strategy

,
What are the Social Security rule changes going into effect in April 2016 and who will these changes affect?

Pension Lump Sum Buyout – Trick or Treat?

,
  Why are people receiving letters offering them a lump sum pension buyout option? What are the pros & cons of taking the lump sum vs. the lifetime guaranteed pension payments? Will people be forced to take the lump sum or…

The Fed didn’t raise interest rates last week, so what does that mean for investors?

,
Rick Martin on Fox 8 News Discussing Interest Rates With what is in the financial news right now, is the volatility here to stay? The Fed didn’t raise interest rates this past week, what does that mean? How is all of this volatility affecting…