A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
SYNWM.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Attention Estate Executors: Do you know about the Alternate Valuation Date?
SYNWM.COM
Understanding the Alternate Valuation Date
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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Types of Stock Market Analysis
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
Should gold be a part of your diversified portfolio?
SYNWM.COM
Should I Invest in Gold?
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
What would happen to your loved ones if you were gone? Make financial preparations today.
SYNWM.COM
Variable Universal Life Insurance
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
SYNWM.COM
Monthly Market Insights | October 2020
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
SYNWM.COM
Trends in Charitable Giving
You face sequence of returns risk. Know what it is? #investing #investmentrisk
SYNWM.COM
The Investment Risk No One’s Ever Heard Of
Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
The truth is a little more complicated with these personal finance idioms.
SYNWM.COM
The Latte Lie and Other Myths
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
SYNWM.COM
Social Security: Maximizing Benefits
How literate are you when it comes to your finances? Brush up with these five basics.
SYNWM.COM
The Five Basics of Financial Literacy
Synergistic Wealth Management updated their business hours.
Synergistic Wealth Management updated their phone number.
Synergistic Wealth Management updated their phone number.
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
SYNWM.COM
Six Most Overlooked Tax Deductions
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
SYNWM.COM
How to Appeal Your Property Taxes
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
SYNWM.COM
Tax Deductions You Won't Believe
