Should I Change My Medicare Coverage During 2022 Open Enrollment?
Medicare’s Open Enrollment Period begins on October 15, and you may be asking, “Should I Change My Medicare Coverage During 2022 Open Enrollment?”
5 Things to Consider Before Paying Off Your Child’s Student Loans
Before paying off your child’s student loans, you should consider all options, especially if you have any high-interest debt yourself.
Will an Inheritance Affect a College Student’s Financial Aid?
Each year, around 86 percent of college students obtain some form of financial aid. In order to receive financial aid from the government, all students must fill out the Free Application for Federal Student Aid, otherwise known as the FAFSA.
Medicare’s Premiums and Important Dates
The Centers for Medicare & Medicaid Services (CMS) have released the Medicare Part A and Part B premiums, deductibles, and coinsurance amounts.
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.
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.
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!
Are Higher Education Expenses Tax Deductible? A Reminder
Parents and grandparents of high school students have a wistful feeling about the child they’ve watched grow up, as well as concerns for what lies ahead.
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.
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.
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.
We’ve Expanded Our Team!
Please join us in welcoming four new team members to the Financial Synergies family! Our apologies for just now announcing David Wanja, who actually joined us quite a while ago. We got a little sidetracked with the COVID craziness.
It’s Official, Brock is a CFP®!
Join us in congratulating Brock Hedgecoke on officially becoming a CERTIFIED FINANCIAL PLANNER™ practitioner! Brock completed the education requirements and passed the exam some time ago, but just recently met the experience mandate allowing him to use the CFP® marks.
Financial Synergies Welcomes Brock Hedgecoke
As part of our commitment to providing the highest level of service to our clients, we’ve added a new financial advisor to the team – Brock Hedgecoke. Please join us in welcoming Brock to the Financial Synergies Team!
Financial Synergies Welcomes Steven Ha
As part of our commitment to providing the highest level of service to our clients, we’ve added a new financial advisor to the team – Steven Ha. Please join us in welcoming Steven to the Financial Synergies Team!
