Skip to content
Sofka Wealth Management of Raymond JamesSofka Wealth Management of Raymond James
Make an appointment
  • Home
  • About Us
    • About Us
    • Michael Sofka
    • Richard A. Sofka
    • Julie Taylor
    • What Makes Us Different
    • Why We Chose Raymond James
    • Why Work With a CFP®
    • Private Wealth Advisor
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Endowments & Foundations
    • Families and Individuals
    • Private Wealth
    • Women Investors
  • Our Difference
    • Our Difference
    • Our Process
    • Alternative Investments
    • Business Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Management
    • Portfolio Management
    • Retirement Planning
    • Sustainable Investing
  • Resources
    • Resources
    • Commentary and Insights
    • WorthWhile Subscription Request
    • Client Access Videos
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • WorthWhile
  • Contact Us
    • Contact Us
    • Refer Us
    • Subscribe to our Insights
    • WorthWhile Subscription Request
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Sofka Wealth Management
    159 Crocker Park Blvd. Suite 310 Westlake, OH 44145 O: 440.471.6367
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Education
    • Goal Planning
    • Housing
    • Women
  • Media
    • Article
    • Calculator
    • Infographic
    • Newsletter
    • Video
Cindy's Retirement
4/15/2025
We are deeply grateful for the unwavering support and dedication shown...
Family & Lifestyle
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Read
View
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now you’re...
Family & Lifestyle
Read
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials...
Markets & Investing
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamles...
Markets & Investing
Read
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to put of...
Markets & Investing
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials...
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle

what can we do for you?

Say hello
Sofka Wealth Management of Raymond JamesSofka Wealth Management of Raymond James
twitterfacebooklinkedin
  • Sofka Wealth Management
  • 159 Crocker Park Blvd. Suite 310 Westlake, OH 44145
  • O: 440.471.6367
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use