Year-End Gifting
Gifts and donations not only help individuals, organizations, and charities achieve their goals, but your gift may help you lower tax bill in April.
Social Security Benefits “Frozen” in 2016
Social Security benefits will not receive an inflation-adjustment increase for 2016. The announcement was made on October 15th via a press release from the Social Security Administration (SSA). According to the Social Security Act, cost-of-living adjustments (COLA) are not required …
Q3 2015 Newsletter
Our third quarter newsletter introduces you to Financial Synergies’ new hires, reminds us to continue being warrior investors, discusses our new relationship with Dimensional Fund Advisors, and more. Check it out below: Q3 2015 Newsletter from Financial Synergies Asset Management, …
Impressive Banking for Charles Schwab Account Holders
Banks these days are either gouging with hidden fees or requiring huge minimum balances. Since many of our clients have complex banking needs, I often refer them to Charles Schwab Bank.
Hear Bryan Discuss Financial Planning on Houston Matters
On Thursday, October 1st Bryan Zschiesche answered listener calls on 88.7 KUHF for Houston Matters on Retirement and Financial Planning. Listen to the recorded segment by clicking the play button below:
What’s Your Estate Plan?
My wife and I have a close friend who recently underwent a major heart operation. Like me, he’s in his early 30s and appeared to be in perfect health. Our friend visited a doctor earlier in the year regarding a …
Q2 2015 Newsletter
We hope you enjoy our quarterly newsletter. If you have any questions, feel free to reach out to us at info@finsyn.com
Compounding: The Most Powerful Force in the Universe
When money is invested and then reinvested along with its earnings, it compounds and grows at exponential rates.
No Employer 401k? Fear Not!
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 …
Listen to Bryan on Houston Matters
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:
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
