Retirement Planning

The Retirement Salary®

The Financial Synergies Retirement Salary® program is our proprietary retirement income strategy. The objective of the Retirement Salary® program is to produce a steady and predictable income to the retiree, while continuing to grow the investment portfolio conservatively over time, … Continue reading

Q1 2015 Newsletter

Our first newsletter of 2015 is packed with firm updates and exciting new technology. View it below, or download it here. Q1 2015 Newsletter from Financial Synergies Asset Management, Inc

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 of an IRA, potentially  “stretching” the proceeds across multiple beneficiaries … Continue reading

There’s Still Time to Make an IRA Contribution

Even though 2014 has come to an end, there is still time to save for retirement while possibly qualifying for a tax deduction. Both traditional IRA and Roth IRA contributions for tax year 2014 can be made up until the … Continue reading

Q4 2014 Newsletter

Q4 2014 Newsletter from Financial Synergies Asset Management, Inc

Q3 2014 Newsletter

Q3 2014 Newsletter from Financial Synergies Asset Management, Inc

Video | 401(k) Benefits

Bryan Zschiesche discusses the benefits of saving in your company’s retirement plan. If you’d like to learn more about how Financial Synergies can help you with your 401(k) or other retirement plans, please contact us.

Are your IRA beneficiaries set up correctly?

If you haven’t reviewed your IRA beneficiaries in a while, you may find that the designated beneficiaries on your IRA are not who you intended them to be, especially if you have grandchildren. For instance, if you name your three … Continue reading

Q2 2014 Newsletter

Our 2nd quarter newsletter, featuring updates on the current state of the market, a mid-year recap of our portfolio, Schwab’s new technological advances with eSignature from DocuSign®, and understanding behavioral bias in investing.

What’s Your Retirement Number?

A couple of years ago, ING started a great marketing campaign to encourage people to start saving for retirement.  The “What’s your retirement number?” slogan was undoubtedly derived from a common question that financial advisors hear from clients every day.  … Continue reading