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Weekly insights on the markets, economy, and financial planning

Your “Magic” Retirement Number?

  • April 18, 2024
  • Mike Minter
Does the average American actually need $1.46 million to retire comfortably? What's Your “Magic” Retirement Number?
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Recent Articles

  • February 25, 2016
  • Bryan Zschiesche

“Your long term and my long term are different.”

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 …
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  • January 12, 2016
  • Financial Synergies Wealth Advisors

The Value of Objectivity

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 …
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  • October 26, 2015
  • Marie Villard

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.
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  • 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 …
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  • 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, …
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  • 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
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  • 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.
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  • 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 …
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  • 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 …
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  • 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, …
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  • 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
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  • 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 …
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  • February 5, 2015
  • Marie Villard

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 …
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  • January 20, 2015
  • Financial Synergies Wealth Advisors

Q4 2014 Newsletter

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

Q3 2014 Newsletter

Q3 2014 Newsletter from Financial Synergies Asset Management, Inc
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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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Financial Advisor Houston, TX 4400 Post Oak Pkwy #200 Houston, 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.

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