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.

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...

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Common Questions Regarding IRAs

https://youtu.be/K8MIBKgFFg8 When does the RMD for IRA owners get paid and why does the IRA owner have to take it? How may an IRA owner avoid taking the RMD? What happens if it is an inherited with regards to the RMD? Must the RMD still be taken? Watch Szarka...

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Are We In A Bear Market?

https://youtu.be/zu_KfudZgW8 Things sure seem bad in the financial markets. Are we in a bear market? What is the reason? What should an investor do now? What else should we keep in mind? Watch Szarka Financial’s Senior Financial Planner Alex Menassa, MT, CPA, JD,...

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Where Can Investors Find Safety?

https://youtu.be/Zxe4htfegYk The stock market is continuing to drop, and the global bond market is in chaos. Where can investors find some safety? The markets are continuing to drop, and the news seems to be getting worse. What's really going on? How long can this...

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