FinSyn Insights

Weekly insights on the markets, economy, and financial planning

Perhaps the biggest side effect of the rapid economic recovery is the historic number of job openings across the country.
There are a lot of questions about President Biden’s Build Back Better plan and potential tax changes, including capital gains taxes.
It's no secret that bonds haven't exactly been fun to watch lately. Rising interest rates and inflation have taken a bite out of most fixed income portfolios, and most investors are not accustomed to seeing that.
Earlier this week, the Social Security Administration announced a 5.9% cost of living adjustment (COLA) for benefits beginning in 2022.
The mother of all wealth transfers is coming. Baby Boomer heirs listen up: it’s not quite as soon as they are saying and not quite as much...
The opportunity for a new job or career is an exciting time, and if you are like most, you will change jobs or careers more than once.
Medicare’s open enrollment period happens once a year between October 15 and December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year.
September is National Insurance Month. Ok, so it's no National Pizza Day or National Margarita Day, but it is something I’m interested in! A healthy review of policies is always good, and we are happy to discuss mitigating risks with insurance.
If you are one of the 22 million investors with a retirement plan at Fidelity, you may have access to an option within your plan that could dramatically improve the success of your 401k. Fidelity’s BrokerageLink® option is a self-directed brokerage account within the 401k or 403b plan. In this article, you’ll learn what the BrokerageLink® option is and when it may make sense to take advantage of it.
Over the last 18 months, Congress implemented two significant bills that have impacted retirement savings accounts. The SECURE Act was a bi-partisan effort directed at improving the ability of American citizens to increase retirement savings. The CARES Act was passed in response to the economic turmoil caused by the Covid-19 pandemic.

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