Minor Change to Retirement Salary®

We’re making a minor change to many of the Retirement Salary® portfolios, but these changes will not impact all clients in the program. This will depend on your current allocation, funds, and cash reserve needs. Read More

The Retirement Salary® Income Strategy

Many of you are familiar with The Retirement Salary®, or may be current clients of the program. This will hopefully serve as a refresher. For those unfamiliar with the strategy, we hope you find this informative and helpful. Read More

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, …

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Q3 2014 Newsletter

Q3 2014 Newsletter from Financial Synergies Asset Management, Inc

What’s Your Retirement Number?

A couple of years ago, ING started a great marketing campaign to encourage people to start saving for retirement.  The “What’s your retirement number?” slogan was undoubtedly derived from a …

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Why Staying the Course is The Best Route

Remember 2008? Some of us kept our eye on the ball and maintained our long-term investment plans. Others panicked and went to cash, thinking that it would protect them from …

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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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The Retirement Salary®

The Retirement Salary® is our proprietary retirement income strategy.  It is not an annuity or commission-based product.  It is designed to provide retirees with a steady, predictable income while allowing …

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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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