Szarka Financial Management
North Olmsted, OH:
Advising and the Single Woman
These women need someone who understands that managing the family finances on top of everything else can seem utterly overwhelming; someone who
can guide their financial decisions so that at least money-wise, it’s under control and everything’s okay.
A Single Woman's Guide to Retirement Planning
When it comes to retirement planning, women start out at a disadvantage thanks to an earnings gap that creates d
Flying Solo: 5 Financial Strategies Every Single Woman Should Know
Are you doing all that you can to ensure your financial future will be secure? See if you are on track, or whether there’s an area (or two) where you could be falling short.
How Single Moms Can Save Effectively
Saving for single moms can be difficult when you have one income that has to cover the household bills, children’s extras, and everyday life. It seems like it is hard enough to find money left over…
9 Money Management Tips for the Single Parent
If you use the following nine money management tips, you’ll be able to provide for your family without losing sleep over your finances.
Are You Ready for Robo Advising?
Financial services firms can heed four lessons from the experience of early movers.
How an adviser advises her own parents
“What if our savings go to zero?” What’s a kid to say? RetireMentor Lisa Colletti lands her parents as clients.
Which Clients Should Open Donor Advised Funds
10 reasons why donor advised funds can allows advisors to increase their AUM.
How to Advise Your Free-Spending Clients
You probably know a spendthrift, someone who is into instant gratification, taking expensive vacations or renovating their home by writing checks on their ho
How advisers use education in the life settlements to recruit clients
Most advisers are looking for opportunities to expand their practice and build out their business, especially with unique product or planning ideas. Marketin...
When Having “The Talk,” Experts Advise Going to Mom First
Trying to find a way to ask your parents about the potentially sensitive topic of their finances? You might have better odds of getting the conversation going if you start with mom instead of dad. Have you had “the talk” with your senior parents? You know, the one about their...
Even When You are Single
Even though you are not yet married or planning your family, it doesn't mean you can't start saving for your one day family!
Building Deeper Relationships: Donor-Advised Funds in Financial Plans
For many clients who don't want to engage with complex giving options, a simple donor-advised fund can make a world of difference.
Pros Advise Higher Ed Endowment Managers to Stick to Principles
When it comes to managing endowments at institutions of higher education and trying to acquire good returns on investments, the task is fraught with unpredictab
Eight Reasons Why Older Clients Like Donor Advised Funds
More On Why Product Sales Must Be Separated From Financial Advising
Financial sales firms will never ‘get’ the sacrosanct importance of holding professional advisors to a fiduciary standard because masquerading sales as advising
Five Reasons Why You Should Consider Donor Advised Funds Now
A confluence of different economic factors, such as new tax laws and booming stock prices, could make it the ideal time to consider allocating some of the capital gains you’ve made in the market to what’s called “donor advised funds.”
Money Saving Tips for Single Parents
Being a single parent is always a hard task. With so much time and energy just looking after you own children and meeting their every need, you also have to worry about ensuring bills are paid and food is put onto the table. It always feels like you never quite have enough money, and making ends meet until next
Financial Planning Tips For Single Parents
Careful planning is important when you’re running the household alone.
Women need to think single when it comes to cash
Given today's socioeconomic realities, it's crucial that women, whatever their status, be able to handle financial matters for themselves.
7 steps to successful single-parent budgeting
7 steps to successful single-parent budgeting - KFVS12 News & Weather Cape Girardeau, Carbondale, Poplar Bluff<br>Member Center<br>2015-06-08T13:30:11Z<br>This guide explains the importance of budgets & shows how to keep track of one. (PDF: 1MB)<br>Now is the time to kick a financial holiday hangover – and prepare for next year<br>Honest evaluation, smart planning can help you get out, and stay out, of debt<br>What to do if you’re still recovering from a disaster<br>Hosting the holiday meal doesn’t have to…
