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Category: <span>Uncategorized</span>

Year End Tax Planning

There often seems to be a looming tax change at the end of every year. What are we looking at for 2022? What things can regular folks try to do to wrap up 2021?

Watch Szarka Financial’s Senior Financial Advisor Mark Stratis, CFP®, discuss these issues with Fox 8 News Anchors Stefani Schaefer.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker Dealer, member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Szarka Financial are not affiliated. Fixed Insurance services offered through Szarka Financial.

New rules for IRAs in 2022

A lot of questions are coming in regarding IRA rules for 2022, the most common are: When must the Required Minimum Distributions for my IRA begin? Are there changes do I need to know about? Why is my RMD amount lower this year than it was last year? I inherited an IRA, what do I have to do? When should I change my beneficiary and how do I do that?

Watch Szarka Financial’s Senior Financial Advisor Mark Stratis, CFP®, discuss these issues with Fox 8 News Anchors Stefani Schaefer and Gabe Spiegel. Originally aired February 8, 2022.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker Dealer, member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Szarka Financial are not affiliated. Fixed Insurance services offered through Szarka Financial.

Which is the bigger impact on our daily financial lives?

What’s having the bigger impact on our daily financial lives right now, Russia or the Federal Reserve? There is a lot of concern about the war in the Ukraine, run away gas prices, the Federal Reserve raising interest rates, and now the talk of a possible recession. What are the issues that may impact our finances the most? What should we be focusing on right now, and how is all this likely to end up?

Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®, discuss these issues with Fox 8 News Anchors Stefani Schaefer and Gabe Spiegel. Original air date 03-29-2022.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker Dealer, member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Szarka Financial are not affiliated. Fixed Insurance services offered through Szarka Financial.

Economic Impact from Ukraine Crisis

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker Dealer, member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Szarka Financial are not affiliated. Fixed Insurance services offered through Szarka Financial.

What are I Bonds? How do they work?

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker Dealer, member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Szarka Financial are not affiliated. Fixed Insurance services offered through Szarka Financial.