Blog

Our blog contains a wealth of articles and videos on important financial topics that we believe will empower and educate you, to feel more relaxed about your retirement.

WATCH: Funding Solutions for Long Term Care

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...

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READ: Caring for Aging Parents

READ: Caring for Aging Parents

Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38% and is expected to reach 82 million in 2050. As our nation ages, many...

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WATCH: 3 Financial Tips for Those Newly Single

WATCH: 3 Financial Tips for Those Newly Single

Navigating life after a significant change, such as divorce or the loss of a spouse, can be overwhelming, especially when it comes to managing finances. Les Szarka, CEO of Szarka Financial, provides three essential tips to help you regain financial control and ensure...

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WATCH: Long term Care Conversation

WATCH: Long term Care Conversation

In this video, Mark delves into the crucial topic of long-term care planning, a subject that often comes up in our office meetings. Whether you're approaching retirement or dealing with family responsibilities, understanding how to prepare for long-term care is vital....

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WATCH: Managing Retirement Anxieties

WATCH: Managing Retirement Anxieties

Feeling anxious about retirement? You're not alone. In this insightful video, Rick Martin, CFP® Senior Financial Planner, discusses common concerns faced by retirees and provides actionable advice on how to manage them. Whether it's worries about identity theft,...

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