Author: Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas. For more than thirty-five years we’ve been serving the financial needs of individuals, families, and businesses from around the world. Our primary goal is to Simplify Your Financial Life. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver Total Wealth Management for our clients.

Social Security and Your Spouse

You may be surprised to learn that if you apply for Social Security benefits as a married individual, you automatically apply for spousal benefits.

Important Resources for Filing Your 2023 Tax Return

We’re in the thick of tax season, so we wanted to provide some additional resources as you prepare to file your 2023 tax return.

Finance Tips and Hidden Costs For Snowbirds

The number of snowbirds migrating to enjoy warmer temperatures, like Texas and Florida, for the winter continues to grow.

Can I Make A 529 Plan to Roth IRA Transfer in 2024?

To help clear up the question, “Can I Make A 529 Plan to Roth IRA Transfer in 2024?,” we put together this helpful guide.

2024 Important Tax Numbers: A Handy Guide

To help you prepare for the coming tax season next year, we’ve created the two-page 2024 Important Tax Numbers summary guide.

Step Inside Our Office with a Virtual Two-Minute Tour!

Take a tour of our office and meet the Financial Synergies team! We invite you to watch our Two-Minute Tour video to peel back the curtain and embark on a journey through our office.

Rachel Buckhoff is Officially a Certified Financial Planner™ Professional!

Join us in congratulating Rachel Buckhoff on officially becoming a CERTIFIED FINANCIAL PLANNER™ professional!

Introducing the Financial Synergies YouTube Channel and Podcast: Unveiling a Wealth of Financial Planning Wisdom and Investment Insights

Welcome to the Financial Synergies YouTube Channel and Podcast, your go-to source for all things financial planning, investing, and wealth management.

Negotiating Your Next Mortgage

In the market for a new home? It’s no secret that the days of 2-3% mortgage rates are over. And they may not be coming back any time soon.

Should You Accept A Free Credit Lock?

Here, we’ll explore what a credit lock is, how it differs from a credit freeze, and whether or not it’s a good idea to accept a free credit lock offer.

Financial Synergies Earns Spot on Forbes List of America’s Top RIAs 2023

We are thrilled to announce that Financial Synergies has earned a spot on Forbes List of America’s Top RIAs for 2023! This is an elite group of financial advisory firms across the country, and we are just honored to be a part of it.

[Video] 3rd Quarter 2023 Market & Economic Commentary

[Video] Please join our Chief Investment Officer, Mike Minter, for a discussion and analysis of the 3rd Quarter of 2023.

Understanding Social Security Benefit Taxation

Receiving Social Security benefits can be crucial for a comfortable retirement, but like almost every other form of income, these benefits are taxed by the government.

What is The Fed, and What Do They Do?

If you’ve ever flicked over to a financial news channel, you’ve probably heard the term “the Fed.” But who, or what, exactly is the Fed?

Week In Perspective: Powell Goes Hawk [Aug 28-23]

Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook.

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