Broker Check


What’s on our mind? You can read about it in the Synergy blog. Whether it’s ideas from the industry or emerging trends, you can learn about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. Thanks for visiting...we’re glad to have you reading along!


Friday, August 30, 2019

Good afternoon Synergy Family! We are here to give you all a friendly reminder that our Maitland Office will be closed on Monday, September 2nd, in observance of Labor Day. Accordingly, our Maitland Office will be closed on Tuesday,...


Wednesday, February 20, 2019

Business Specialist Position Available in our Maitland Office


Thursday, February 14, 2019

Happy Valentine's Day from the Synergy Family! We hope today, and everyday, is filled with lots of happiness and love!


Wednesday, January 30, 2019

The New Year is a great time to reassess saving and spending habits and put new resolutions in place. To do so requires creating a formal process to succeed—and that means developing a budget.


Thursday, January 24, 2019

We have all seen the Christmas classic, Home Alone. Here are some tips to avoid being scammed by "Wet Bandits" while you migrate South for the winter months!


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Wednesday, January 9, 2019

They say there’s an app for almost everything and we're pretty convinced that’s true. What if we told you there are apps out there that can help make your day-to-day activities stress free? Click to find out more!


Wednesday, January 2, 2019

Just like so many people vow to commit to exercise and dieting as a New Year’s resolution, it’s also not a bad idea to take stock of your financial situation and throw in some fiscal goals.


Thursday, December 27, 2018

You shouldn't have to break the bank in order to have a splendid time with your loved ones this New Year's Eve. Make your guests happy and your wallet happy with these 7-budget friendly New Year's Eve planning tips.


Wednesday, December 19, 2018

Expenses may not drop off once your children leave the nest and you’re not managing a full household. Here’s why.


Wednesday, December 12, 2018

Did you know it can take up to five months to lose the “holiday pounds” many of us put on from October through December each year?


Wednesday, December 5, 2018

Are you receiving Social Security retirement benefits? You can expect a raise in 2019.


Thursday, November 29, 2018

Will your financial house be in order for the end of 2018? Here’s a list of items to consider before the year is through.


Wednesday, November 21, 2018

No matter how much or how little you plan to spend this holiday season, time spent planning ahead is time well spent.


Wednesday, November 14, 2018

The IRS has issued cost-of-living adjustments that apply to dollar limits for retirement plans beginning in 2019. How will they impact your plan?


Wednesday, November 7, 2018

Do you have smart devices in your home? These tips can help you keep those smart devices secure.


Tuesday, October 30, 2018

Review your beneficiary designation forms yearly: it's one of the smartest financial moves you can make to protect your interests, your legacy and your loved ones.


Tuesday, October 23, 2018

October is National Financial Planning month. Now is a great time to put a plan in place or review your existing plan to ensure any major changes you’ve experienced over the course of the year are reflected in your planning.


Wednesday, October 17, 2018

Like any transition in life, retirement is an adjustment. If life in retirement is falling short of your expectations, there are steps you can take to change your situation.


Wednesday, October 3, 2018

Life insurance is designed to help protect a household from the financial hardships that may follow the untimely death of a primary wage earner. But how will a death affect a small business?


Wednesday, September 26, 2018

An important factor in determining how well you age is how active you are, according to the Mayo Clinic. The world-renowned not-for-profit institution recommends 150 minutes of moderate intensity or 75 minutes of vigorous activity per...


Tuesday, September 18, 2018

As retirees enjoy longer average lifespans, healthcare costs will remain a significant expense in retirement. Are you prepared?


Wednesday, September 12, 2018

The peak of hurricane season is upon us. You may be stocking your home with bottled water, batteries, and non-perishables, but don’t overlook one vital task: securing your documents.


Wednesday, September 5, 2018

Tax planning year-round can help you avoid surprises and take advantage of provisions that can better manage your tax exposure.


Tuesday, August 28, 2018

While Medicare Parts A and B cover 80 percent of healthcare costs in retirement, you are responsible for the remaining 20 percent.


Monday, August 20, 2018

A budget is one of the most powerful tools available to create alignment between spending, saving and debt.


Wednesday, August 8, 2018

If you are passionate about serving others, and believe that financial advisors can make a lasting difference in the lives of clients, Synergy Wealth Alliance may be the place for you.


Wednesday, August 1, 2018

Don't compromise your online safety while you travel - here are a few easy tips to follow.


Thursday, July 19, 2018

It pays to be cognizant of the costs associated with downsizing, especially if your primary goal is to save money.


Wednesday, July 11, 2018

Explore the great outdoors with friends and family to enjoy a local park in your state or one of the more than 417 National Parks throughout the United States.


Wednesday, July 4, 2018

A common misconception about legacy planning is that only the very wealthy leave legacies. But nothing could be further from the truth. That’s because your legacy is about far more than the money or assets you leave to loved ones...


Wednesday, June 27, 2018

During a time of emotional distress or grieving, it’s important to have your documents into one centralized place for your loved ones.


Wednesday, June 20, 2018

What is the one thing many college graduates fail to learn that could make a difference in their financial future? They don’t know how to manage their money.


Wednesday, June 13, 2018

Looking for a place just a little off the beaten path to spend your retirement years? Here are four unique options to consider.


Wednesday, June 6, 2018

You wouldn’t leave your house unlocked while you’re on a two-week vacation – so don’t leave your personal information unlocked with easy-to-guess passwords!


Wednesday, May 30, 2018

Contributing to a grandchild’s education not only helps ensure your grandchildren can pursue their dreams, but helps reduce the potential that they’ll be saddled with debt upon graduating.


Wednesday, May 16, 2018

Planning throughout the year can greatly reduce the potential for surprises when it comes time to file your next return.


Wednesday, May 9, 2018

There's not much you can do about rising medical costs. However, there are ways to curb the amount you pay out-of-pocket.


Wednesday, May 2, 2018

What does financial well-being mean to you? These 6 steps can help make sure you're on track to meet goals at each stage of your financial journey.


Thursday, April 26, 2018

How strong are your passwords? Do you monitor your credit report? These and other simple steps can lessen the likelihood that your personal information will be compromised online.


Wednesday, April 18, 2018

Help save your back during spring cleaning with these handy tips


Wednesday, March 28, 2018

Have you considered going back to school? Your retirement years could be an ideal time to expand your educational horizons.


Monday, March 19, 2018

Take these four steps today to help prevent fraudulent activity.


Tuesday, March 6, 2018

Just retired? Avoid these five common mistakes made by new retirees.


Wednesday, February 14, 2018

New tax brackets, new deductions and more: Here's what you need to know about the new tax laws.


Wednesday, February 7, 2018

These simple steps can help rebalance your lifestyle needs and savings priorities to help put more cash in your pocket.


Wednesday, January 31, 2018

Here's how recent tax law changes may impact business and personal income for small business owners.


Wednesday, January 24, 2018

Do you know what the most significant changes are to the new tax laws?


Wednesday, January 17, 2018

Knowing which financial and personal paperwork to keep or toss is very important. Here’s a suggested timeline for keeping/shredding documents. Documents which should be kept indefinitely—in a secure location: Birth/death...


Wednesday, January 10, 2018

Are you really ready to retire? Retirees share the top four lessons they wish they'd learned sooner.


Wednesday, January 3, 2018

Just retired? This retirement model outlines the common phases many retirees experience. Have you been through any of these stages?


Wednesday, December 13, 2017

These free mobile apps can help you with your holiday to-do list


Wednesday, December 6, 2017

Here are some smart ways to give to family and friends this holiday season that not only offer tax benefits, but provide the satisfaction of seeing the good your legacy can accomplish.


Wednesday, November 29, 2017

Be on guard for cyber criminals looking to take advantage of your holiday busyness to compromise your online security.


Wednesday, November 22, 2017

How much do you know about turkey day? Share these Thanksgiving trivia questions on your dinner guests.


Tuesday, November 14, 2017

Retired? Wondering what you could be doing to fill your time? If you’re looking for a good book on retirement, you may want to check out the two books featured below! These come as recommendations from a few of our retired...


Wednesday, November 8, 2017

Here's a quick reminder about important tax planning deadlines. If you have questions or need assistance with year-end financial and tax planning in the Orlando area, we can help!


Wednesday, November 1, 2017

Will you be able to count on Social Security when you need it? Our knowledgeable advisors in Maitland, The Villages, Tampa and Jacksonville can help you with your social security questions.


Wednesday, October 25, 2017

As your financial advisors, we feel that it is important to assess all our clients' potential financial risk. You have probably heard about the recent cyber-attack on Equifax, a consumer credit reporting company, and are wondering what...


Wednesday, October 18, 2017

How much are you worth? Finding out the value of your estate can help you plan and prepare for the future.


Wednesday, October 11, 2017

Teaching a child about basic financial concepts is essential to a lifetime of good financial habits, including the skill of frugality.


Wednesday, October 4, 2017

While it’s hard to believe, another holiday season will be upon us shortly. That makes now the perfect time to review and plan for the important year-end tax, investment, and charitable giving opportunities listed below. Keep in...


Wednesday, September 27, 2017

Your 70s represent a time to enjoy the fruits of your labor, but don’t get too comfortable because the IRS has some work for you to do six months after your 70th birthday. Required minimum distributions (RMDs) are one of the...


Thursday, September 14, 2017

Our hearts go out to all affected by Hurricane Irma. Many of us here at Synergy still are without power, but thankfully we all weathered the storm safely with our loved ones, and our homes sustained minimal damage. We hope all of you...


Wednesday, September 6, 2017

When we think of emergency preparedness, flashlights, bottled water, and first aid kits immediately come to mind. While having a physical emergency supply kit on hand is an important first step when disaster hits, being prepared...


Wednesday, August 30, 2017

For many, Labor Day is known as the last official holiday of the summer where we can enjoy a long weekend of warm weather, white clothes and BBQ’s. Did you know that Labor Day has some deep roots in American history? Falling on...


Wednesday, August 23, 2017

Most children grasp concepts best when they can deal with actual things. When teaching children about money, opening the lines of communication through stories, books and experiences is important—but you can only take the lesson...


Wednesday, August 16, 2017

Did you know that determining whether your Social Security earnings record is correct falls squarely on your shoulders—not your current or previous employer(s) or the Social Security Administration? Making sure your information...


Wednesday, August 9, 2017

If you are planning to travel once retired, ask yourself if you and your travel companion(s) are equipped, both mentally and physically, for extended travel. Not everyone is, so before deciding your plans, consider this list of...


Wednesday, August 2, 2017

At the top of many retirees’ dream vacation lists is a long-awaited trip abroad to Europe. While some choose to take cruises or guided group tours, the rest prefer to do it the old-fashioned way, hopping on planes, trains and...


Wednesday, July 26, 2017

Our resident foodie and chef, advisor Nathan Meeks, will be sharing a recipe with you once a month! Tune in monthly for his blog, Recipes Around the World. If you’ve ever been to France or watched a French movie, you’re...


Wednesday, July 19, 2017

There’s good news for the growing number of Americans approaching retirement age who are ready to scale back, but aren’t ready to completely call it quits where working is concerned. Whether you’re seeking to work...


Wednesday, July 12, 2017

The saying, “it’s never too early to begin saving for retirement,” holds true at any age, even for kids in high school. In fact, if you have teens, the start of the summer job season is a great time to talk to them...


Wednesday, June 28, 2017

Our resident foodie and chef, advisor Nathan Meeks, will be sharing a recipe with you once a month! Tune in monthly for his blog, Recipes Around the World. If I asked you to name the country best known for its coffee, soccer and large...


Wednesday, June 21, 2017

In the seemingly complex world of retirement, there are important numbers you should be aware of that could make or break your overall retirement savings. A recent USA Today article highlights ten numbers that could make or break your...


Wednesday, June 14, 2017

Hurricane season is here – have you taken some time to trim back the trees in your yard? A fallen tree is a nuisance that could turn into a headache. Here’s some information that may help shed light on the liability issues...


Wednesday, June 7, 2017

The search for the best way to seek out adventure is at the top of many retirees’ minds. One of the great American dreams is to sell your home, buy an RV and drive off into the sunset. Of course, the flexibility and constant...


Wednesday, May 31, 2017

Over the years, my clients have told me that one of the most memorable aspects of traveling to other countries is trying all the different types of foods. I absolutely agree with them! International foods are often rich with unique...


Wednesday, May 24, 2017

Have you made plans for where you will travel once retired? If you’re looking for cross-cultural experiences, there are new travel trends for retirees that offer unique ways to enhance your next travel experience, and maybe even...


Wednesday, May 17, 2017

Managing partner David Peckham, this year's Board Chair of Make-A-Wish Central and Northern Florida, has been on cloud nine all week! At the 2017 Hamlin & Associates Wishmaker's Ball this past weekend, attendees raised more than $1...


Wednesday, May 10, 2017

Thanks to healthier lifestyles and advances in modern medicine, there are more Americans over the age of 65 than there have ever been. The U.S. Census Bureau estimates that by 2050, more than 20 percent of U.S. residents will be aged...


Wednesday, May 3, 2017

How do you know if your documents are up-to-date? There's a simple way to determine whether or not your will and other estate planning documents need to be updated.


Wednesday, April 26, 2017

How Financial Advisors Are Compensated When it comes to financial advice, it's important to know what you're paying for. The fees that investors pay to financial advisors for their advice and services come in two basic forms:...


Wednesday, April 19, 2017

The rise of automated “robo-investment” platforms—online services that use software programs to determine the user’s investment style and computer algorithms to manage and rebalance investment...


Wednesday, April 5, 2017

One of the greatest risks for identity theft is the amount of paper with your personal information on it. Americans receive 4.5 million tons of junk mail annually – 44 percent of that is never opened! Junk mail alone can lead to...


Wednesday, March 22, 2017

While tax scams can occur at any time of the year, tax scams usually peak during tax-filing season. In an effort to protect you from becoming a victim of a tax scam, we'd like to share with you some notable scams the IRS recently...


Wednesday, March 8, 2017

People often view financial advice through a single lens, as investment advice. However, there’s a big difference between simply managing your investment portfolio (one aspect of your overall finances) and a holistic approach to...


Wednesday, February 22, 2017

Are you a federal contractor, struggling to keep your costs down so you can win contracts, but committed to providing your employees a competitive fringe benefit package? Did you just sign up for a standard 401(k), with the usual...


Wednesday, February 15, 2017

Technology has not just shrunk the tools we use, but it has allowed small businesses the power to operate like a big business. These tools can help small businesses get better organized, efficiently manage their finances, or support...


Wednesday, February 8, 2017

If there is one word that can spark debate from Main Street to Capitol Hill, it is “taxes.” Opinions vary on taxes, and we'll save you the debate here, but paying taxes is our constitutional responsibility as Americans....


Wednesday, February 1, 2017

“Travel is the only thing you buy that makes you richer.” – Unknown If travel for you is less about escaping life and more about living it, then consider these vacation ideas: By Car East Coast of Australia: There may...


Wednesday, January 25, 2017

Tax day will be here before you know it. Are you ready? There's no question that preparing your tax return can be a daunting challenge. And the more complex your finances, the more complex your tax return. Whether you prepare your own...


Thursday, January 19, 2017

Did you know that for more than 53% of married couples and 74% of individuals age 65 and older, at least half of their retirement income is derived from Social Security*, and approximately 25 million pay income taxes on their...


Friday, January 13, 2017

Are you retired, or thinking about retiring this year? Here are some noteworthy changes to Social Security that both retirees as well as those currently paying into Social Security can expect in 2017. Cost-Of-Living Adjustment –...


Friday, January 6, 2017

In today’s world, technology plays a major role in how families communicate with each other. With a variety of options to choose from Facebook, Skype, Twitter, email and text messages, families can readily keep in touch. However,...


Wednesday, December 28, 2016

Just like so many people vow to commit to exercise and dieting as a New Year’s resolution, it’s also not a bad idea to take stock of your financial situation and throw in some fiscal goals. Taking a good look into your...


Wednesday, December 21, 2016

As the new year approaches, we’d like to provide you with information on ways you can lower your potential tax bill for 2016. Here are four strategies you may want to consider before year-end: Boost Your Retirement Savings...


Wednesday, December 14, 2016

If one of your New Year’s resolutions is to make sure your overall financial health is in good shape, it’s a good idea to dive even deeper and analyze some of your reoccurring monthly expenses that you may be wasting money...


Wednesday, December 7, 2016

The holidays are a bustling time for packing up and heading out to visit loved ones and friends while enjoying a few extra vacation days, but beware of the unwanted gift of the holiday season—overpriced travel. Pay particular...


Thursday, December 1, 2016

To give is better than to receive, unless you’re giving more than your fair share to Uncle Sam. As you prepare your holiday gift list, consider some smart ways to give family and friends gifts with lasting value that also offer...


Wednesday, November 23, 2016

With Black Friday around the corner, for many the stress and pressure of holiday shopping can start to creep up. Between buying gifts, traveling to visit family and decking the halls, spending during the holidays can get out of control...


Wednesday, November 16, 2016

As year-end quickly approaches, so do important 2016 tax planning deadlines. The following checklist can help you simplify and manage these critical deadlines as you take advantage of opportunities to accelerate deductions, defer...


Thursday, November 10, 2016

Shortly after the recent upset election victory, the market experienced volatility. Regardless of what factors may be driving significant ups and downs in the market at any time, the first piece of advice is the same: “Do not...


Wednesday, November 2, 2016

We're growing! Synergy Wealth Alliance is proud to announce that Michael Valdez has joined the firm as its newest financial advisor. He is the founder and branch manager of Synergy’s newest office in Tampa. “Michael’s...


Wednesday, October 26, 2016

We would like to make you aware that the IRS has received numerous reports around the country of scammers sending a fraudulent IRS CP2000 notice for tax year 2015. The notice appears to claim a discrepancy between income reported by an...


Wednesday, October 19, 2016

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have three basic choices with the 401(k) account they...


Wednesday, October 12, 2016

While many enjoy being spooked at Halloween, what’s not so welcome are haunting feelings about a dark financial future. If your fear of finances is holding you back and you’re too frightened to brave the unknown, take a...


Wednesday, October 5, 2016

Running your own business is an all-consuming endeavor, and choosing a retirement plan for your business can become a casualty. A SEP can be established by sole proprietors, partnerships, and corporations.


Wednesday, September 21, 2016

Did you know that money saved today is more valuable than money saved tomorrow? That’s due to the amazing power of compounding. To determine how quickly your savings may double, simply divide 72 by your current annual rate of...


Wednesday, September 14, 2016

How often do you keep tabs on your credit score? The Fair and Accurate Credit Transaction Act of 2003 provided individuals with valuable rights to the credit information companies keep on them. However, the credit score provided to you...


Wednesday, September 7, 2016

Preparing your estate in advance is one of the greatest gifts you can give your family. Many estates include real estate in the form of a primary home, vacation home, and other family properties. While inheriting a property can be a...


Wednesday, August 31, 2016

When does your personal car become a commercial vehicle? For small business owners, the line between personal and business can be a bit hazy at times. Yet, when it comes to a vehicle that may be used for personal and business-related...


Wednesday, August 24, 2016

One survey found that the most pressing financial concern facing 42% of small business owners is developing a retirement plan and exit strategy.¹ If you have yet to develop a retirement plan for your business, or if you're not...


Wednesday, August 17, 2016

Whether you have children entering college for the first time or have been down this path before, helping young adult children manage the financial responsibilities that come with independence can be a challenge—especially when...


Wednesday, August 10, 2016

Most parents want to give their children the best opportunity for success, and getting into the right college may help open doors. A recent study found that individuals with a Bachelor's degree or better accounted for 34% of all...


Wednesday, July 27, 2016

Entrepreneurs all face the same question: “Which business structure should I adopt?”


Wednesday, July 20, 2016

Over half of Americans do not own any stocks, or stock-related investments, such as mutual funds, according to a Bankrate Money Pulse survey. Everyone has a different reason for not investing, but with important long-term financial...


Wednesday, July 13, 2016

There's one number that's a great indicator of your financial health: your credit score. When was the last time you checked your credit score? If it’s been more than a year, you may want to make a quick note to yourself to check...


Wednesday, July 6, 2016

Have you thought about how your business will fare after you're retired? Inc. magazine reported that 66% of small-business owners have no formal succession plan. While the number may shock you, it is not surprising that many small...


Wednesday, June 29, 2016

Planning to travel soon? Here are five quick tips for making practical, money-saving decisions while you travel: 1. Bring your no-fee credit cards. If your vacation plans will land you overseas, make sure to check with your credit card...


Wednesday, June 22, 2016

We talk a lot about the importance of maintaining a disciplined approach to saving and planning as you pursue your long-term retirement goals. That’s because excuses like the following can quickly sabotage your efforts: “I...


Wednesday, June 15, 2016

Markets would likely react badly if Britons voted to leave the EU. The situation would create serious uncertainty about the future of the EU, and markets hate uncertainty. We don’t know exactly how a Brexit would play out; many...