About Mike Booker

Mike has enjoyed meeting with existing and prospective clients over the years, helping build Financial Synergies into the firm it is today. He counsels clients on many complex areas of financial planning and investing, helping them to achieve their long-term goals and simplify their lives. Mike has earned three top-shelf credentials: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant® and Certified Fund Specialist®.  Read Mike's Profile HereRead More Articles by Mike

Money Janitor

We have all heard that money can’t buy happiness. But, what is it that money can do? Read More

Taxing Tax Time

Even though April 15th was not that long ago, some of us are still feeling the sting. Read More

Calm in Turbulent Times

It’s Dr. Martin Luther King Jr.’s birthday, and I thought it would be a good time for you to hear from me. Dr. King always preached calm in turbulent times, …

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The Survey Says…

Investors may not have learned from the market downturns of 2000–2002 and 2008 as much as we thought. According to a TIAA-CREF survey, more than half of investors (53%) think …

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Wealth and Hard-Working Americans

Kevin Williamson, a correspondent for National Review recently wrote an article titled, “Rich America is a Working America”. In it he quotes some interesting statistics that call into question the …

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Income versus Total Return

Many investors and retirees rely on their investment portfolio to fund all, or part of their cash needs. In wealth management, there are two practices employed to create this cash …

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Stretch IRAs Under Attack…Again

The Administration’s 2016 budget calls for the death of the Stretch IRA, once again. The Stretch IRA is an estate planning tactic that provides a lifetime payout for the beneficiary …

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President Obama Seeks New Rules for Brokers

The White House has called upon the Department of Labor to hold financial brokers and professionals to a higher Fiduciary Standard. The Fiduciary Standard is a simple yet important concept. …

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Taken Your Temperature Lately?

When our 28-year-old daughter, Caitlin, was just four months old, my wife and I noticed she was running a fever. We had been parents for exactly four months and began …

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Worst Case Scenarios

Negativity has permeated our society of late. Predictions of disastrous consequences from the federal debt ceiling impasse abound. Some pundits worry that inflation arising from dramatic increases in the monetary …

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