FinSyn Insights

Weekly insights on the markets, economy, and financial planning

In case you missed it, you can listen here to our very own Bryan Zschiesche discussing tips on transitioning to retirement with Houston Matters.
I recently had a conversation with a client in her early 60s who is about to retire. As we talked about keeping a long term perspective despite recent market pressures, she noted that “Your long term and my long term …
Our founder and President, Mike Booker, was recently featured in The Suit magazine in an article titled “The Value of Objectivity“. The article focuses on what it means to be a fiduciary, taking care of client needs, and how retirees can …
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 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 …
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, …
We hope you enjoy our quarterly newsletter. If you have any questions, feel free to reach out to us at info@finsyn.com
When money is invested and then reinvested along with its earnings, it compounds and grows at exponential rates.
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 …
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 …

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