Posts

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®,…
Divorce affects retirement planning

How Divorce Can Impact Your Retirement Plans

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  Are there special rules with regard to retirement assets in divorce? What are some important things to keep in mind? What about IRA's? What other planning considerations are there in a divorce?
Plan ahead for later-in-life events

Planning Ahead for "Later-in-Life” Events

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  Who would this apply to? How do people go about deciding if this is an option they would even want to consider? What are the advantages of making this move? Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®, discuss these issues…
Scaling the stock market

Scaling the Market: Some Potential Dangers the Market Could be Facing

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  Who would this apply to? How do people go about deciding if this is an option they would even want to consider? What are the advantages of making this move? Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®, discuss these issues…
Work after retirement

Smart Financial Moves if You Decide to Work Later or Part-Time After Retirement

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  Who would this apply to? How do people go about deciding if this is an option they would even want to consider? What are the advantages of making this move? Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®, discuss these issues…

I Just Inherited an IRA; What Should I Do?

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        What should people do if they find out they inherited an IRA? What if you’re not the spouse of the IRA owner? What is a stretch IRA? So what are the most important points to remember? Watch Szarka Financial’s…

Is Your Money Working as Hard as it Can for You?

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We often hear about “nominal” vs “real-money” returns. What’s the difference between the two? How long do you expect this “negative real return” environment to continue? What’s the solution our viewers should be looking for?…

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

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        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…

A Huge but Little Known Retirement Risk: Sequence of Returns

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  Are there any retirement risks that most investors don’t know about? Who should be worried about sequence of returns risk? What exactly does it mean? What can you do to reduce the potential harm of sequence of return risk? Watch…

Is the US Stock Market Poised for a Pullback?

  What are some of the issues that our viewers should be aware of? Some large institutional money managers are starting to get more cautious. What does that mean for the rest of us? What should our viewers be doing now? Watch Szarka…