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…

Home Sweet Dangerous Home

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Courtesy of our partners at Hartford Funds How a CAPS Professional Can Help You Age in Your Home You’ve heard it. That strange, barely audible noise coming from your car. You try to ignore it and think that maybe it will just go away.…

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…
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…
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…
market volatility Szarka Financial

Revisiting February 2018: How Did You React to the Selloff?

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On February 8, 2018, U.S. equity markets closed in correction territory—with the S&P 500 Index and Dow Jones Industrial Average having plummeted by more than 10% from their respective all-time highs over a period of just nine hyper-volatile…