- February 7, 2018
- Will Goodson
In the first part of our Social Security blog series, we discussed the basics of retirement benefits. It’s equally important to understand what benefits are available for spouses.
FinSyn Insights
Weekly insights on the markets, economy, and financial planning
- January 24, 2018
- Will Goodson
Social Security is an important part of the retirement plans we create for our clients. It is one of the only guaranteed sources of income available to most retirees.
- January 22, 2018
- Mike Booker
We have all heard that money can’t buy happiness. But, what is it that money can do?
- November 15, 2017
- Will Goodson
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.
- November 6, 2017
- Mike Minter
House Republicans revealed their long-awaited tax reform legislation on November 2nd. The clock is now ticking to approve the most sweeping overhaul of the tax code in 30 years - by the end of 2017.
- September 18, 2017
- Financial Synergies
Recently we released an update to your Wealth360° Personal Financial Management site, which includes a new goal tracking feature.
- August 1, 2017
- Will Goodson
The Wall Street Journal ran an article this week citing how the cost of college tuition has slowed for the first time in almost three decades.
- July 13, 2017
- Bryan Zschiesche
While helping a family member declutter her paper files last year, I found records that were nearly as old as I am.
- June 13, 2017
- Kevin Nelson
There are a lot of details in financial planning. Most of the time we concentrate on the big things, but what about the little things?
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Tax Reform May Come Before Christmas