The Centers for Medicare & Medicaid Services (CMS) have released the Medicare Part A and Part B premiums, deductibles, and coinsurance amounts. Continue reading
Medicare’s Premiums and Important Dates
Author Archives: Financial Synergies
Welcome Our Newest Team Members
Please welcome our newest team members, Tim Garcia-Prats and Adam Lawrence. We are excited to have these talented professionals join the Financial Synergies family. Continue reading
How to Invest in Your Health in 2022
Healthcare is one of the essential parts of life’s financial and personal journey. Many have not yet utilized all the financial tools that may help. Continue reading
A Warm Welcome to our New Team Members
Please welcome our two new team members, Stephanie Campbell and Rebecca Janacek. We’re thrilled to have these experienced professionals join the Financial Synergies family. Continue reading
We Are Thankful For You (Our Clients)
To our wonderful clients- From all of us here at Financial Synergies, we want to wish you and your family a Happy Thanksgiving! Continue reading
How to Financially Plan for a Wedding
As an incoming 2022 bride, I figured “COVID Brides” would have been a phenomenon of the past by the time my big day rolled around. Continue reading
Schwab Bank Pledged Asset Line® – A Flexible Credit Solution
As a full-service wealth management firm, we provide services for our clients beyond financial planning and investment management. Often times we will assist clients with their banking needs, including loans and lines of credit. Continue reading
David Wanja is a CFP®!
Join us in congratulating David Wanja on officially becoming a CERTIFIED FINANCIAL PLANNER™ practitioner! David completed the education requirements, passed the exam, and recently met the experience mandate allowing him to use the CFP® marks. Continue reading
Investopedia 100 Top Financial Advisors of 2020
Congratulations to our very own Bryan Zschiesche! He was named to Investopedia’s 100 Top Financial Advisors of 2020. Continue reading
Student Loans During COVID-19
2020 has been quite the rollercoaster ride, to say the least. I am always looking for the silver lining during periods of turmoil. One of the most considerable benefits to come from all this pandemic madness relates to federal student loans. Continue reading