New Year's is traditionally the time to review your life and make resolutions for change. In addition to thinking about working out, eating healthy, and meeting personal and professional goals, you should also think about your finances...Read More
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!
Use your best comparison-shopping skills when choosing a financial advisor Many financially successful people are comparison shoppers. If you’re one, you pore over ratings in consumer magazines, read websites for reviews and...Read More
After months of intense debate, the House and Senate voted to pass a second COVID-19 economic stimulus bill and the President has signed it into law.1 At a total cost of $900 billion, this 5,600-page bill contains everything from...Read More
Understanding the income ranges and contribution limits for next year Tax law places limits on the dollar amount of contributions that you can make to Individual Retirement Accounts and by law, the IRS is required to adjust these...Read More