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Why Women Need More Money in Retirement Than Men - Rick Martin

Why Women Need to Save More for Retirement Than Men

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    FACT: The number of wealthy women in the United States is rising twice as fast as the number of wealthy men. Experts estimate that by 2030, women will control as much as two-thirds of the nation’s wealth.1 That is good…

Planning For Your Later Years

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“When he was younger, our Senior Financial Planner, Chuck Conrad, was a member of an elite Army Ranger unit, and back then proper planning could make the difference between life and death for himself and the others in his squad. His instructors…

Newly Enacted DOL Rules: What Affect Will They Have on my Retirement Savings?

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  There has been a notable amount of discourse concerning the “new” Department of Labor (DOL) rules regarding retirement plans, and specifically Individual Retirement Accounts (IRA), in the financial news over the last several months. Most…

So, What Are We Getting For Christmas?

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    Jimmy is a 9 year old boy who lived in a modest, middle class home. With Christmas coming around the corner he was hoping he would get a new baseball mitt to replace the old tattered one that had been handed down to him by his…

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…

Don't Be a Victim of the Looming 401(k) Crisis

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There is a slow moving time bomb coming in the world of retirement planning, and it’s important for everyone to understand what’s happening so that they can avoid becoming a victim. The time bomb is that the traditional “3-legged stool”…

5 Crucial IRA Tax Planning Strategies

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    Someone once said “It takes a great deal of boldness and a great deal of caution to make a great fortune and when you have got it, it requires ten times as much wit to keep it.” Although exactly who said it is unclear, the…

Financial Spring Cleaning: What to Review, Update, or Toss

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    Now that the initial filing deadline for personal income returns has passed, it is good time to review your financial “house” and get things in order.   Here are some suggested things to do:   Secure Your Data Make…

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…

Retirement Planning – What big lessons did we learn from 2016

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What big lessons did we learn from 2016 regarding retirement planning? How should people go about putting together their retirement/investment programs? What throws people off course when executing their investment program? Why do so many people…