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.

Smart Financial Moves to Make Before 2025

Smart Financial Moves to Make Before 2025

Looking to make the most of your finances before the new year? Senior Financial Planner Alex Menassa, MT, CPA, JD from Szarka Financial shares essential end-of-year financial tips to help you prepare for 2025. In this video, you’ll discover: ✅ How to consolidate your...

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Choosing the Right Financial Advisor

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...

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Election Day and Your Money

Election Day and Your Money

Election Day is here, and the big question on everyone’s mind is: How will the results impact your finances and investments? 🗳️ Les Szarka, CEO of Szarka Financial, shares insights on the potential market and economic reactions to this unprecedented election cycle....

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Upcoming Tax Changes: 2017 Tax Cuts Sunsetting

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...

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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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