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 …

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Q1 2014 Newsletter

Our 1st quarter newsletter features articles by the whole team. Q1 2014 Newsletter from Financial Synergies Asset Management, Inc

You Think You Have More Time

One of the toughest parts of my job as a financial advisor is experiencing the passing of a long-time client.  Comforting a grieving family and helping to guide heirs through …

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Quirky IRA Deductibility Rules

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 …

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Breaking Free from the 401(k) Trap

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 …

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