Alex Szarka's Latest Posts
Choosing the Right Financial Advisor
In this interview, Alex Szarka, Senior Financial Planner, and Les Szarka, CEO of Szarka Financial, share essential advice on selecting a financial advisor who truly meets your needs.
They discuss the importance of comprehensive financial planning, explaining that it goes beyond buying financial products.
Discover the role of a fiduciary and why working with a fiduciary advisor ensures that your financial goals remain the top priority.
Alex and Les also cover the benefits of a team approach, offering integrated financial services under one roof, including tax planning, estate planning, and investment management.
Start planning early and work with an advisor to build a financial strategy tailored to every life stage.
To learn more, send us a message or call 440-779-1430.
Post-Election Economy: Stock Market Insights, Bonds, and What’s Next
Join Les Szarka and Alex Szarka on this episode of Money Talks as they break down the economic and financial implications following the recent election results. With the presidency decided and shifts in the House and Senate, discover how these changes might affect your investments, finances, and the broader economy.
Key discussion points include:
• Stock Market Performance: A look at short-term optimism, potential corrections, and thriving sectors like small caps, energy, and defense.
• Bonds Outlook: Why shorter-term bonds are favorable under the new administration’s policies.
• Economic Trends: The impact of debt management, government spending cuts, and focus on economic growth over social issues.
The episode wraps up with personal updates, including a heartwarming story about a new addition to the Szarka family.
Don’t miss these valuable insights to help navigate your financial future in an evolving political landscape!
For more information or to schedule a consultation: Call 440-779-1430 or send us a message.
Upcoming Tax Changes: 2017 Tax Cuts Sunsetting
Big changes are coming to taxes as the 2017 Tax Cuts and Jobs Act is set to sunset next year. Mark Stratis, CFP®, Senior Financial Planner at Szarka Financial, explains what this means for your financial planning and how you can prepare. 🛠️
Topics include:
✅ What happens when the 2017 tax cuts expire
✅ How tax brackets, deductions, and exemptions may change
✅ Strategies to consider now, like capitalizing on reduced capital gains rates
Tax planning doesn’t have to be overwhelming. Mark and the team at Szarka Financial can guide you through these changes and help ensure your finances stay on track.
Originally aired October 15, 2024.
Reach out today if you have any questions or are ready to get started.
WATCH: Stock Market Volatility Explained; August 6 Update
We are excited to share our latest video where Les and Alex Szarka break down the recent volatility in the stock market and address the major headlines causing concern.
Key Topics Covered:
- Recent Stock Market Drops: Understanding the significant drops on August 2nd and 5th.
- Economic Indicators: The impact of job numbers and rising unemployment on market stability.
- Federal Reserve Reactions: Speculations and misconceptions about interest rate cuts.
- Global Market Influences: The role of international events, including Japan’s market crash and Middle Eastern tensions.
- Investment Strategies: What investors should consider moving forward and how to stay calm amidst market panic.
For personalized advice, consider reaching out to Szarka Financial.
WATCH: Funding Solutions for Long Term Care
In this follow-up video, we continue our discussion on the crucial topic of long-term care insurance and how it can be effectively funded. Understanding the financial aspects of long-term care insurance is vital for ensuring you and your loved ones are adequately covered.
Key points covered in this video:
- Various sources to fund long-term care insurance: savings, IRAs, beneficiary IRAs, and annuities
- Step-by-step guide on determining and affording the right coverage
- Unique benefits of using IRAs and annuities for long-term care insurance
- The mechanics of funding long-term care insurance through annuities and whole life insurance policies
- How to ensure you or your beneficiaries get your money back if the insurance is never used
Learn how to secure your future with smart financial planning and make the most of your existing resources. Don’t miss out on these essential tips!
If you have any questions or need personalized financial advice, don’t hesitate to contact Szarka Financial.