The Blog

Weekly insights on the markets, economy, and financial planning

No Employer 401k? Fear Not!

Retirement Number

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 …

There’s Still Time to Make an IRA Contribution

IRA Contributions

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 …

Q1 2014 Newsletter

q1 14

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

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 the account transfer process that follows is both challenging and …

Quirky IRA Deductibility Rules

question|IRA Deductibility

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 long as you are under the age of 70 ½ …

Breaking Free from the 401(k) Trap

Fly 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 list of 10 or 12 mutual funds and are unable …

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