What does having your driveway shoveled and portfolio management have in common? Watch Szarka Financial’s Senior Financial Planner Chuck Conrad, JD, discuss these issues with Fox 8 News Anchors Stefani Schaefer and Gabe Spiegel. Securities offered through Registered...
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.
Three Critical Tips for Those Who Are Suddenly Single
https://youtu.be/QBqQBbqiEPY So many people struggle financially after a divorce of the death of a loved one. Who are the most at risk when facing this situation? What are some of the most critical financial issues that need to be dealt with initially? Watch Szarka...
How to Build Wealth: It is Easier than you Think – with Some Help
https://youtu.be/nt69OqNUC40 What is the average and median income of people in Ohio and how does that compare with other states? How about Ohio's cost of living - how does that compare? What is the average balance in 401(k) accounts for people at ages 40, 50 &...
Debt Ceiling, Budget Talks, Tax Reform – Impact on Your Investments?
What affect might there be on the investment and housing markets as decisions are made on the debt ceiling, budget and tax reform? Watch Szarka Financial’s Senior Financial Advisor Mark Stratis, CFP®, discuss these issues with Fox 8 News Anchors Stefani Schaefer and...
Year End Tax Planning
https://youtu.be/E9BDrEld6To There often seems to be a looming tax change at the end of every year. What are we looking at for 2022? What things can regular folks try to do to wrap up 2021? Watch Szarka Financial’s Senior Financial Advisor Mark Stratis, CFP®, discuss...
New rules for IRAs in 2022
https://youtu.be/BLUT1mPcAT0 A lot of questions are coming in regarding IRA rules for 2022, the most common are: When must the Required Minimum Distributions for my IRA begin? Are there changes do I need to know about? Why is my RMD amount lower this year than it was...
Which is the bigger impact on our daily financial lives?
https://youtu.be/h3RNF7x472Y What’s having the bigger impact on our daily financial lives right now, Russia or the Federal Reserve? There is a lot of concern about the war in the Ukraine, run away gas prices, the Federal Reserve raising interest rates, and now the...
Economic Impact from Ukraine Crisis
https://youtu.be/sfWi08GxYuU Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker Dealer, member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser....
What are I Bonds? How do they work?
https://youtu.be/jfhXlH7EdCg Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker Dealer, member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser....