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...
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.
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....
Inflation Update
https://youtu.be/SSgiQ6fZrDU Where are we at with the markets year-to-date? What’s the current status of the economy What should investors be doing right now? Watch Szarka Financial’s Financial Planner Alex Szarka discuss these issues with Fox 8 News Anchors Stefani...
3-year end investment tips to help you start out the new year on the right foot!
https://youtu.be/ObEE-Djz69E 2022 has been a tough year. What are some things that people should be doing before year's end? What does next year look like, and how should we prepare for it? Securities offered through Registered Representatives of Cambridge Investment...
As 2022 comes to an end, will we see a holiday season rally in the stock market?
https://youtu.be/WVsmOoVnKVA 2022 has been a rough year for our investments. Many times we see a rally near the end of the year, is this something we can hope for this year? Are there any tips for our viewers that they should be doing before year end? Securities...
Exciting New Tax Law Changes 2022
https://youtu.be/-mQTPJkxEDA Now that the midterm elections are over, Congress is focusing on retirement plan changes. What changes are being considered? What lessons can we take from this? What about proposed changes for older, retired investors? Securities offered...