FinSyn Insights

Weekly insights on the markets, economy, and financial planning

Most people recognize the importance of saving for retirement. Planning for the long-term is filled with challenges, especially knowing where to start. 401k plans have grown in popularity over the last 20 or so years and are a great vehicle …
On Tuesday, June 16th Bryan Zschiesche answered listener calls on 88.7 KUHF for Houston Matters on Financial Planning. Listen to the recorded segment by clicking the play button below:
Nothing throws a bucket of cold water on a client meeting like a conversation about budgeting. Think about it: topics like investing, planning for retirement, buying a house, and saving for college all carry the bright promise of some future …
Understanding your Medicare options is no simple task. This brief overview will help you understand the main aspects of Medicare and help you determine which options are right for you. The first step is knowing when you are eligible to …
They say a picture is worth a thousand words; in my case, it may be closer to two thousand. That’s one of the reasons I find the work of Carl Richards, a.k.a. The Sketch Guy, to be so outstanding. Last …
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, …
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
I attended a seminar last week where I heard a presentation from Bill Bachrach, a well-known coach and speaker within the financial services industry. During his presentation he said, “Success is the cumulative effect of doing all of the little …
I grew up in an insurance home. My dad, Herb, was an insurance agent for 32 years, with a particular passion for helping people with life insurance. My mom, Kathey, was an agent in the late 1990s and was asked …
A few years ago the CFP Board of Standards, Inc. initiated a public awareness campaign. Their goal is to educate the public on the importance of working with a qualified financial advisor. They encourage everyone to seek advice from a …

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