Financial Synergies Completes 20-Year Internal Succession, Names Eight New Partners
As many of you already know, we’ve recently completed a carefully designed internal succession plan—one more than 20 years in the making.
Tim Garcia-Prats Earns Certified Investment Management Analyst® Designation!
Our very own Portfolio Manager, Tim Garcia-Prats, has earned the prestigious Certified Investment Management Analyst® (CIMA®) designation!
2024 is History: A New Year’s Client Message
What a year it was! From a total solar eclipse, one of the wildest presidential elections in recent history, and record-breaking stock market performance, 2024 was filled with events that sparked conversations, emotions, and reflections.
Top 11 Tax Reduction Strategies for High Earners
As a high-income earner, you still have many options to reduce your taxes. In this article we’ll discuss some of the most effective tax reduction strategies for high earners.
How to Reduce Taxes in Retirement: Key Strategies
Understanding how to reduce taxes in retirement is crucial for maximizing your savings, and should be part of your financial plan.
How Retirees Can Navigate Cost of Living Challenges
Given the difficult inflationary conditions of the past few years, the risk that worries most retirees continues to be outliving their savings.
Should I Change My Medicare Coverage During 2024 Open Enrollment?
This year’s Medicare Open Enrollment Period begins on October 15, 2024. Are you satisfied with your coverage?
How Often Should I Update My Estate Plan?
Estate strategies for the future may be essential, especially when it comes to securing the well-being of your loved ones after you’re gone.
Do You Know Your 401(k) Options?
Between high contribution limits, tax advantages, and potential employer matching, a 401(k) can be a homerun for your retirement savings.
Houston Business Journal: Top Wealth Management Firm 2024
We are thrilled to announce that Financial Synergies Wealth Advisors has been recognized by the Houston Business Journal as a Top Wealth Management Firm in Houston for 2024.
Investing for Retirement Amid Market Uncertainty
Investors need an understanding of the retirement landscape and how they can take action to grow and protect their retirement savings.
Mega Backdoor Roth Conversion: Could it Work for You?
If you’re like most people, you’d probably jump at the chance to supercharge your retirement savings in the most tax-advantaged way possible. Well, you could be in luck.
Financial Synergies Ranks High on Inc.’s Best Workplaces for 2024
Financial Synergies Wealth Advisors Ranks Among Highest-Scoring Businesses on Inc. Magazine’s Annual List of Best Workplaces for 2024
Retiring Early? A Few Considerations
Early retirement may seem like a dream come true. However, you need to be well prepared if you want to hang up your hat early.
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.
