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.

Portfolio Management

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...

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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...

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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...

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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....

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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....

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