Budgeting: The Party Pooper of Spending?

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 …

Medicare: An Overview

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 …

Elegant Simplicity

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 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, …

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

Wealth360°

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 …

The Policy of the Deductible

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 …

If They’re Not a CFP® Pro, You Just Don’t Know

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 …

Spending With Purpose

Earlier this week Bryan, Heath, and I attended a monthly meeting for the Financial Planning Association’s (FPA) Houston chapter.

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 …

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