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 …
No Employer 401k? Fear Not!
Tag Archives: IRA
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 …
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 …
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 …
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 …
Is Financial Synergies Right for You?