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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.
Understanding the Basics: How We Handle Your Financial Services at Szarka Financial Welcome to the Szarka Financial family! As a new client, you're likely curious about how we manage your accounts and the behind-the-scenes process. We've compiled this blog post to...
Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Donating appreciated securities to a tax-qualified charity may allow you to manage your...
How does the Market typically react? Does it depend on whether there is a change of leadership? What is the election is contested? Watch Szarka Financial’s Senior Financial Planner Chuck Conrad, JD, discuss these issues with Fox 8 News Anchor Stefani...