Posts

To Lump Sum or not Lump Sum it - That is the Question

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When should a pension option not be converted to a lump sum? What are two good reasons to take the lump sum option? Watch Szarka Financial’s Senior Financial Advisor Mark Stratis, CFP®, discuss these issues with Fox 8 News Anchors…
Retirement Financial Planning

Trade War: Reality or Hype?

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How much of the volatility we are seeing in the stock market is related to the trade war with China? What are the potential dangers if the talks fail to find a resolution? What should investors be doing now? Watch Szarka Financial’s CEO…
Timeless Financial Tips for Financial Success

What should you do with your old U.S. Savings Bonds?

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A lot of people still hold U.S. Savings Bonds. What exactly are they and are Savings Bonds a good investment? What are the pros and cons of old Savings Bonds? Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®, discuss these issues…
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…

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…
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…
IRA-Unclaimed-Funds-Rules

How is My IRA Affected by Abandoned or Unclaimed Funds Rules?

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 How does the IRS treat escheatment of an IRA? What role do the rules on Required Minimum distributions play on abandoned funds? How can my IRA or other retirement plans be protected from unclaimed funds rules? Watch Szarka Financial’s…
Fiduciary Rule how to help yourself

The Investor Fiduciary Rule is Officially Dead! So who's Protecting Investors Now?

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;" What happened with the Investor Fiduciary Rule - why did it "die"? Where does that leave investors now and who's the most vulnerable? What you can do to help protect yourself. Watch Szarka Financial’s CEO Les Szarka, CFP®, ChFC®,…
Retirement Financial Planning

How will I get an Ice Cream Cone in Retirement and Why do I Need to be Concerned About it?

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How is ice cream relevant to retirement? What are the two largest expenses in retirement? What are people doing to make sure they can get that ice cream cone and how does all of this relate to a financial plan? Watch Szarka Financial’s Senior…