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  • Sofka Wealth Management
    159 Crocker Park Blvd. Suite 310 Westlake, OH 44145 O: 440.471.6367
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Cindy's Retirement
4/15/2025
We are deeply grateful for the unwavering support and dedication shown...
Family & Lifestyle
April showered with tariff talk, market volatility
4/30/2025
Expect uncertainty to continue in the near term.
Markets & Investing
Read
Read
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Watch Video
How are tariffs impacting the outlook for equities?
4/25/2025
Raymond James Chief Investment Officer Larry Adam breaks down the near-term challenges and highlights several factors that should help push the S&P 500 higher.
Markets & Investing
Read
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Tax Planning
Read
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Supercharge your retirement savings with the ‘super catch-up’ contribution
This significant change could boost your retirement savings as you approach retirement.
Retirement & Longevity
Tariffs, policy uncertainty weighs on economic, investing outlooks
4/21/2025
Chief Investment Officer Larry Adam notes with volatility on the rise, maintaining a long-term view is key.
Markets & Investing
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now you’re...
Family & Lifestyle

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

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