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Big changes are coming to taxes as the 2017 Tax Cuts and Jobs Act is set to sunset next year. Mark Stratis, CFP®, Senior Financial Planner at Szarka Financial, explains what this means for your financial planning and how you can prepare. 🛠️ Topics include: ✅ What...
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.
How does the Market typically react? Does it depend on whether there is a change of leadership? What is the election is contested? Watch Szarka Financial’s Senior Financial Planner Chuck Conrad, JD, discuss these issues with Fox 8 News Anchor Stefani...
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...