The Blog

Early Retirement Plan Rollovers

You may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working. Let’s look at how these rollovers can happen and if they may apply to you. Continue reading

Inflation Can Be Managed

Economics is often called the “dismal science” in part because of its poor track record at making predictions. Perhaps the biggest reason for this is the difficulty in determining whether something is a new trend or a temporary event. Continue reading

Important Tax Numbers for 2022

With the new year right around the corner, we thought we’d go ahead and provide you with some important tax numbers for 2022. 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


In less than a week, the COVID-19 variant known as omicron has renewed public health concerns around the world. Continue reading

Medicare Cost Changes for 2022

The Centers for Medicare & Medicaid Services (CMS) recently released the 2022 changes for Medicare premiums and deductibles for Part A and Part B. Continue reading

Buckle Up…

The markets could take us on a rollercoaster ride this week, so buckle up. Of course, it could also end up being a big snooze. Continue reading