Finsyn Logo White
Are we right for you?

The Blog

Weekly insights on the markets, economy, and financial planning

College Planning: Key Financial Considerations

  • June 12, 2025
  • Mike Minter
The investment in higher education represents not only substantial costs but also a complex decision about future career prospects, quality of life, and financial independence.
Continue Reading

Subscribe to Our Blog

Sign up to receive weekly articles on the markets, economy, and financial planning.

*Your email will be kept completely private.

Recent Articles

  • October 21, 2015
  • Will Goodson

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 …
Continue Reading
  • October 16, 2015
  • Financial Synergies Wealth Advisors

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, …
Continue Reading
  • July 16, 2015
  • Financial Synergies Wealth Advisors

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
Continue Reading
  • July 8, 2015
  • Heath Hightower

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.
Continue Reading
  • June 23, 2015
  • Will Goodson

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 …
Continue Reading
  • May 20, 2015
  • Will Goodson

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 …
Continue Reading
  • May 6, 2015
  • Financial Synergies Wealth Advisors

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, …
Continue Reading
  • April 21, 2015
  • Financial Synergies Wealth Advisors

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
Continue Reading
  • April 9, 2015
  • Mike Booker

Stretch IRAs Under Attack…Again

The Administration’s 2016 budget calls for the death of the Stretch IRA, once again. The Stretch IRA is an estate planning tactic that provides a lifetime payout for the beneficiary of an IRA, potentially “stretching” the proceeds across multiple beneficiaries …
Continue Reading
  • February 5, 2015
  • Marie

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 …
Continue Reading
  • January 20, 2015
  • Financial Synergies Wealth Advisors

Q4 2014 Newsletter

Q4 2014 Newsletter from Financial Synergies Asset Management, Inc
Continue Reading
  • October 22, 2014
  • Financial Synergies Wealth Advisors

Q3 2014 Newsletter

Q3 2014 Newsletter from Financial Synergies Asset Management, Inc
Continue Reading
  • September 15, 2014
  • Financial Synergies Wealth Advisors

Video | 401(k) Benefits

Bryan Zschiesche discusses the benefits of saving in your company’s retirement plan. If you’d like to learn more about how Financial Synergies can help you with your 401(k) or other retirement plans, please contact us.
Continue Reading
  • August 20, 2014
  • Heath Hightower

Are your IRA beneficiaries set up correctly?

If you haven’t reviewed your IRA beneficiaries in a while, you may find that the designated beneficiaries on your IRA are not who you intended them to be, especially if you have grandchildren. For instance, if you name your three …
Continue Reading
  • July 14, 2014
  • Financial Synergies Wealth Advisors

Q2 2014 Newsletter

Our 2nd quarter newsletter, featuring updates on the current state of the market, a mid-year recap of our portfolio, Schwab’s new technological advances with eSignature from DocuSign®, and understanding behavioral bias in investing.
Continue Reading

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.

footer logo
Facebook Linkedin Twitter Youtube
partner logos
Are we right for you?

Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.

Schedule a Consultation

Financial Advisor Houston, TX
4400 Post Oak Pkwy #200Houston, TX 77027

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.

Legal

Quick Links

Highlights

General Footer
Facebook Linkedin Twitter Youtube
© 2025 Financial Synergies Wealth Advisors. All Rights Reserved. Financial Advisor Marketing Solutions by Midstream Marketing
Financial Synergies Wealth Advisors logo
Are We Right For You?
Blog
Call
Contact
Login

Download Your Free Guide

Fill out the form below for instant access