Retirement Planning

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. Continue reading

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. Continue reading

Social Security Part 4: Taxation of Benefits

Thus far in our Social Security blog series, we have covered the basics of how retirement benefits are calculated and how individuals become eligible for Social Security. We have also discussed benefits available for spouses, surviving spouses, and family members. Continue reading

Medicare Enrollment Guidance

We can provide guidance on the type of Medicare plan that clients choose when they are first enrolling in Medicare. We are here to help, so let us serve as a resource on this very important topic. Continue reading

How to Simplify Your Charitable Giving

Clients frequently ask us for ways to make a bigger impact with their charitable donations while simplifying the giving process. One of the best ways to accomplish this is by using a donor-advised fund. Continue reading

The Retirement Salary® Income Strategy

How much money do I need to save before I can retire? How much money can I live on in retirement? Learn more about The Retirement Salary® program. Continue reading

Is Your Retirement Planning Matching Up?

It’s no secret that the state of retirement readiness in America is lacking. Per a 2016 report by TIAA, nearly 2/3 of American adults surveyed said they were not concerned about running out of money in retirement. Continue reading