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Your “Magic” Retirement Number?

  • April 18, 2024
  • Mike Minter
Does the average American actually need $1.46 million to retire comfortably? What's Your “Magic” Retirement Number?
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Recent Articles

  • April 18, 2024
  • Mike Minter

Your “Magic” Retirement Number?

Does the average American actually need $1.46 million to retire comfortably? What's Your “Magic” Retirement Number?
Continue Reading
  • April 9, 2024
  • Mike Minter

How Taxes Affect the Stock Market

Taxes are no one’s favorite topic but their importance as it pertains to our financial plans and investments cannot be overstated.
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  • March 27, 2024
  • Mike Minter

Most Stocks Are Bad Investments

This might sound a little strange coming from someone who invests other people's money in the stock market, but it's true - Most Stocks Are Bad Investments.
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  • March 22, 2024
  • Mike Minter

Why Does The Fed Even Matter?

The Federal Reserve has been in the headlines a lot lately (an understatement 😉) as analysts try to figure out when policymakers will cut interest rates.
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  • March 19, 2024
  • Mike Minter

How We Buy and Sell Homes Probably Just Changed Forever

Last week, the National Association of Realtors (NAR) agreed to settle a major lawsuit that will change the way real estate agents get paid.
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  • February 29, 2024
  • Financial Synergies Wealth Advisors

Important Resources for Filing Your 2023 Tax Return

We're in the thick of tax season, so we wanted to provide some additional resources as you prepare to file your 2023 tax return.
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  • February 21, 2024
  • Financial Synergies Wealth Advisors

Finance Tips and Hidden Costs For Snowbirds

The number of snowbirds migrating to enjoy warmer temperatures, like Texas and Florida, for the winter continues to grow.
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  • February 14, 2024
  • Mike Minter

How Loss Aversion and the Sequence of Returns Impacts Us

It is far more important for investors to build a portfolio and financial plan that they can stick with through good and bad times, rather than a portfolio with the best theoretical returns.
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  • February 6, 2024
  • Colton Owen

Benefits of a Donor Advised Fund

One great option for combining charitable giving strategies and tax savings goals is a Donor Advised Fund, or DAF.
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  • January 12, 2024
  • Mike Minter

Should You Buy a Bitcoin ETF? (Video)

Check out our latest video, 'Should You Buy a Bitcoin ETF?' In this video, we will delve into the world of Bitcoin investment vehicles.
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  • January 5, 2024
  • Financial Synergies Wealth Advisors

Can I Make A 529 Plan to Roth IRA Transfer in 2024?

To help clear up the question, "Can I Make A 529 Plan to Roth IRA Transfer in 2024?," we put together this helpful guide.
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  • December 12, 2023
  • Financial Synergies Wealth Advisors

2024 Important Tax Numbers: A Handy Guide

To help you prepare for the coming tax season next year, we’ve created the two-page 2024 Important Tax Numbers summary guide.
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  • November 20, 2023
  • Mike Minter

Reasons to be Thankful After a Volatile Year

Over the past year, investors have navigated many challenges due to interest rate swings, the banking crisis, inflation, and more.
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  • November 15, 2023
  • Financial Synergies Wealth Advisors

Negotiating Your Next Mortgage

In the market for a new home? It's no secret that the days of 2-3% mortgage rates are over. And they may not be coming back any time soon.
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  • October 31, 2023
  • Financial Synergies Wealth Advisors

Should You Accept A Free Credit Lock?

Here, we'll explore what a credit lock is, how it differs from a credit freeze, and whether or not it's a good idea to accept a free credit lock offer.
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Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

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Financial Advisor Houston, TX 4400 Post Oak Pkwy #200 Houston, TX 77027

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

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