Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
SYNWM.COM
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?
SYNWM.COM
Types of Stock Market Analysis
If you died, what would happen to your email archives, social
profiles, and online accounts?
SYNWM.COM
Safeguard Your Digital Estate
Do you know what your #insurance needs are, when you’re married, with children?
SYNWM.COM
Insurance Needs Assessment: Married With Children
Ever heard of a Roth 401(k)? Would one be right for you?
SYNWM.COM
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
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
SYNWM.COM
How the Federal Reserve Works
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
SYNWM.COM
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
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
SYNWM.COM
Personal Finance Tips for Military Families
Does it make more sense to push back #retirement, or not to retire at all?
SYNWM.COM
Should You Ever Retire?
The tax rules that govern donating art are complex and confusing. #taxes #art
SYNWM.COM
Donating Art: Taxation Abstraction
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
Check out this video on taxes. #IncomeTax
SYNWM.COM
The Facts About Income Tax
An ILIT could play a role in your estate strategy.
SYNWM.COM
A Primer on Irrevocable Life Insurance Trusts
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
SYNWM.COM
Critical Estate Documents
Does your business have a retirement strategy that fits your short, long-term needs?
SYNWM.COM
Choosing a Retirement Plan that Fits Your Business
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
