Posts

Retirement crisis, benefit pension plan

The Looming Retirement Crisis

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How are people doing overall in regard to planning for their retirement? What is replacing traditional Defined Benefit (Pension) Plans? What should workers/employees do?
Timeless Financial Tips for Financial Success

Five Timeless Tips for Financial Success

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 There are a myriad of tips regarding financial planning. Today we are going to discuss a few that have stood the test of time. Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®, discuss these tips with Fox 8 News Anchors Stefani…

Old Scams, New Twists

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Courtesy of our partners at Hartford Funds Protect yourself from financial fraud in the digital age. A real-life prince emails for Your assistance. He needs help getting millions of dollars relocated from Nigeria. You’re promised a share…

Cradles Today, College Tomorrow

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Courtesy of our partners at Hartford Funds Newborns—the joys are limitless. Tiny fingers. Toothless smiles. The intoxicating new baby smell. But first-time and veteran parents alike know that limitless anxieties come along with having a…

4 Times You Really Need to Talk to a Financial Advisor

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;" What are the 4 times you really need to talk to a financial advisor? What kind of emotional mistakes do people make during a divorce? If aging parents want to stay in their homes, and how do you pay for that? How soon before retirement should…

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…

Investment Fundamentals: Bear Market

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Out of the various animal spirits that sometimes haunt Wall Street (bulls, dogs, black swans or unicorns, anyone?), the bear is perhaps the most feared among investors. Why? A bear market—defined as a decline of at least 20% in a broad stock…
Senior Citizens Filing for Bankruptcy

Why are so Many More Senior Citizens Filing for Bankruptcy?

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The number of senior citizens who are filing for bankruptcy has increased significantly in a short amount of time. What is causing this? What can families do to help their loved ones avoid becoming part of this statistic? Photo by Wade Austin…

Investment Fundamentals: What is Inflation?

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Inflation is a measurement that tracks the change in prices of goods and services over a set time period. In the U.S., inflation is often measured by the Consumer Price Index (CPI) or the Personal Consumption Expenditures Price Index (PCE).…
Post-Divorce Financial Planning Cleveland, OH

Post-Divorce Financial Planning

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Why are beneficiary designations important? What happens in regard to beneficiary designations as a result of a divorce? What are the recent changes or updates to laws regarding these situations? Watch Szarka Financial’s Senior Financial…