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Looking to make the most of your finances before the new year? Senior Financial Planner Alex Menassa, MT, CPA, JD from Szarka Financial shares essential end-of-year financial tips to help you prepare for 2025. In this video, you’ll discover: ✅ How to consolidate your...
The elections are over, but the financial impact is just beginning. Alex Menassa, MT, CPA, JD, senior financial advisor at Szarka Financial, breaks down how the market is responding to the new administration and what it means for your investments. 📈 Highlights...
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.
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.
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.
Are there any tax planning strategies that people should know more about? Is this a good time to think about a ROTH? How does a ROTH IRA work and what are some situations where a ROTH IRA might make a lot of sense?