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...
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: 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...
MONEY TALKS: Understanding Current Economy and Market Trends
Navigating the Current Economic Landscape: Insights from Money Talks In this latest episode of Money Talks, hosts Les and Alex Szarka delve into the complexities of today’s economic and market conditions. From job reports to inflation rates, their discussion sheds...
WATCH: Managing Your 401(k) When Switching Jobs
Starting a New Job? Don't Forget About Your 401(k)! Starting a new job is an exciting milestone, filled with new opportunities and challenges. Amidst the hustle and bustle of settling into your new role, it's easy to overlook an essential aspect of your financial...
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....
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,...
WATCH: Market Surprises: Alex Menassa’s Financial Tips
The financial markets can often surprise us with their ups and downs. This year has been particularly intriguing, with the S&P 500 performing better than many expected. To help us understand these trends, we spoke with Alex Menassa, MT, CPA, JD, Senior Financial...
WATCH: Understanding Inflation and Its Impact on Your Financial Future
Inflation affects us all, yet many people find it confusing and overwhelming. In our latest video, Les and Alex Szarka provide expert insights into how inflation works, its causes, and its impact on retirement and investment strategies. Understanding its effects on...
SEMINAR: What Is the SECURE Act 2.0?
Unlocking the Benefits of SECURE Act 2.0: Join Our Upcoming Seminar As retirement planning evolves, staying informed about the latest legislative changes is crucial. The SECURE Act 2.0, a significant law passed in 2022, offers new opportunities to enhance your...