September 16, 2019

Considering coverage for your household.

A growing family, by definition, means growing financial obligations – both in the present and in the future. Raising children can increase your insurance needs and heightens the urgency for being properly prepared.

Auto.When a ch...

September 9, 2019

Global mutual funds vs. international mutual funds.

For investors who are looking to diversify their portfolio with exposure to companies located outside the U.S., there exist two basic choices: a global mutual fund or an international mutual fund. 
 

By definition, inte...

September 2, 2019

A way to help you prepare.

The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets.

There is...

August 26, 2019

The important question: Are you prepared?

Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. 

The U.S. Department of Health and Human Services estimates that...

August 19, 2019

Part of a series on how to care for your aging parents.

Imagine the outlook for your life changing in minutes. A diagnosis of Alzheimer’s disease can be that stunning. If your parent is diagnosed with Alzheimer’s, how can you help them as they strive to make the most of...

August 12, 2019

Avoid these situations, if you can.

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.

No Strategy.Yes, the biggest mistake is having no strategy at a...

August 5, 2019

Some specifics about the “second act.”

    

Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.  

  

Up to 85% of a retiree’s Social Security...

July 29, 2019

The hows and whys of college savings.

The American family with a child born today can expect to spend about $233,610 to raise that child to the age of 18. And if you’ve already traded that supercharged convertible dream for a minivan, you can expect your little one’s co...

July 22, 2019

Avoid these situations, if you can.

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.

No Strategy.Yes, the biggest mistake is having no strategy at a...

July 15, 2019

Express your wishes.

Actor Lee Marvin once said, “As soon as people see my face on a movie screen, they [know] two things: first, I’m not going to get the girl, and second, I’ll get a cheap funeral before the picture is over.”1

Most people don’t spend too much time think...

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401 South Street | Chardon, OH 44024 | jack@malarikfs.com | (440) 725-0384

Investment advisory services are offered through Summit Wealth Partners, LLC, an SEC Registered Investment Advisor. Insurance products are offered through Malarik Financial Services, a separate entity not affiliated with SWP. © 2020 Malarik Financial Services. All Rights Reserved.

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