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FinSyn Insights

Weekly insights on the markets, economy, and financial planning

Social Security & the Marshmallow Test

  • June 24, 2013
  • Bryan Zschiesche
Beginning in the late 1960’s, a professor at Stanford University began a series of studies on delayed gratification. Pre-school children were given a single marshmallow and then offered a choice: they could eat the marshmallow immediately or they could wait …
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The Retirement Salary®

  • June 17, 2013
  • Mike Minter
The Retirement Salary® is our proprietary retirement income strategy. It is not an annuity or commission-based product. It is designed to provide retirees with a steady, predictable income while allowing the portfolio to continue growing over time. Please view the …
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Quirky IRA Deductibility Rules

  • June 10, 2013
  • Mike Minter
Few would question the merits of using a Traditional IRA as a vehicle for tax-deferred retirement savings. They are very easy to establish, and the investment options are vast. As long as you are under the age of 70 ½ …
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Breaking Free from the 401(k) Trap

  • May 20, 2013
  • Heath Hightower
401(k) plans are a great way to save money for retirement, but they don’t always have the best investment options available within the plan. Employees are generally limited to a list of 10 or 12 mutual funds and are unable …
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View Our 1st Qtr Newsletter

  • April 19, 2013
  • Marie Villard
We are pleased to announce the redesign of our Quarterly Newsletter. Click here to view the 1st quarter newsletter, which was published on 4/15/2013. Feedback and comments are welcome.
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Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027

Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.

For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.

Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.

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