Why Are Rates Still Low?

Interest rates have been a conundrum for investors, economists and policymakers over the past ten years. Despite steady U.S. economic growth and an unemployment rate near historic lows, long-term interest rates have remained anchored. Read More

4th Quarter 2018 Newsletter

Please find below our 4th Quarter 2018 Newsletter. This issue contains articles on financial planning, investing, and the markets. We hope you find the information helpful. Read More

3rd Quarter 2018 Newsletter

Our 3rd Quarter 2018 Newsletter features articles on the markets, investing, and financial planning. We hope you find them helpful. Read More

Medicare Open Enrollment – Coming Soon!

We are quickly approaching the annual Open Enrollment period for Medicare. Open Enrollment begins October 15th and ends December 7th. It is an important time to review both your current Medicare Part B supplement plan (i.e. “Medigap”) and Part D prescription drug coverage. Read More

Will Goodson Earns Top Social Security Designation

As many of you know, Will Goodson is not only one of our lead financial advisors, but also our “Social Security Expert.” And recently he’s taken his knowledge of this complex subject to the next level by attaining the National Social Security Advisors (NSSA®) designation. Read More

Can Financial Synergies Manage My 401(k) Plan?

Yes, indeed we can! We are pleased to announce an expansion of our service to manage your employer’s retirement plan. This includes 401(k), 403(b), 457 deferred compensation plans and more.  Read More

The Myth of the Income Portfolio

We’re sometimes asked by potential clients, looking to generate income in retirement, if we will construct for them an “income portfolio,” enabling them to live off the dividends and interest without dipping into principal. Read More

The ABCs of Education Investing

With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen your pencil for a few important lessons before heading back into the investing classroom to tackle the issue. Read More

The Real Impact of Inflation

When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of investing and must be factored into every financial plan. Read More

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