Tax Moves to Consider in Summer

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Now is a good time to think about a few financial matters.   Consider making tax moves earlier rather than later. If you own a business, earn significant investment income, are recently married or divorced, or have a Flexible Savings…
Cleveland senior financial planner advisor

Is it Time to Jump Back into Stocks?

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  Compared to a few months ago, things seem pretty calm right now, but what risks are still out there that we should be watching out for? Is it time to get back into buying stocks? Watch Szarka Financial’s CEO Les Szarka, CFP®,…

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

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  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…

What to Discuss When you Meet with an Advisor

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    It’s been just over a month since I joined the group at Szarka Financial. And, I am glad that I made the move. One of the things that attracted me to the firm was their emphasis on education. Having come from a healthcare background…

“Sell in May and Go Away” – but should we in 2017?

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What do you mean by “Sell in May and Go Away”? Does that hold true for 2017? If we are at the crossroads, should people be selling right now? Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®, discuss these issues with Fox 8 News…

Diana Melenick: Celebrating 30 Years of Excellence

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Les Szarka founded Szarka Financial in 1985 and it was only two short years later that company co-founder, Debra Szarka, and he made a game-changing hire, Diana Melenick. Since she started, back on February 17, 1987, Diana has been an integral…

Retirement Planning – What big lessons did we learn from 2016

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What are some retirement risks that people often underestimate, or forget about? What action steps can people take to deal with this risk? What else should people be on the lookout for? Any other underestimated retirement risks? What can be…

What if neither candidate wins in the first round? How might the financial markets react?

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What happens if neither candidate reaches the 270 electoral votes, and it goes to Congress for a decision? How would the financial markets react in the short-term or potential long-term? Is there anything that investors can do? Watch Szarka…

Worried about how the outcome of the election may affect your finances?

Should people be worried about the results of this election when it comes to their finances? What about people at or near retirement? Does that make a difference on what decisions that they make? What should people do? Watch Szarka Financial’s…

BREXIT: Now what? How should investors respond?

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What happened? What’s likely to happen in the upcoming months with the markets and investments? What does this mean for you the investor? Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®, discuss these issues with News Anchor Roosevelt…