April has been deemed financial literacy month and at Synergy we absolutely believe knowledge is power. There is no such thing as the perfect plan, product or solution, in the financial world there is a degree of fluidity that you have to way pros and cons and match them to your values and goals. Education […]
The CFP® Pro Tip of the Week: WITHHOLDING LESS – Many people make the mistake of over withholding taxes from their paychecks in order to get a big refund. Remember that a big refund is nothing more than you extending an interest-free loan to Uncle Sam. See how to make the money you earn throughout the year work […]
Are you sure your family has the funds to care for you if you need #LongTermCare? Protect your family with Asset-Care
The CFP® Pro Tip of the Week: TAX WITHHOLDING – Do you get a big refund every year? Let’s talk financial spring cleaning and withholding adjustments.
The CFP® pro tip of the week: FINANCIAL COACHING – Life is full of financial decisions. Here’s why having an expert to help is a good idea.
Can you afford to retire early? Great question! Everyone loves the idea of being able to retire early, but the bigger question is, do you have a plan to do so, or know what it will take to get there? And not just get to retirement, but a plan to get you through retirement? Here […]
Ask Stacy: Should I Buy Long-Term Care Insurance? Before it’s over, many of us will end up in a nursing home. This reader wants to know if long-term care insurance is a good idea. That’s funny; I’ve been wondering the same thing myself Stacy Johnson • Read the article HERE
One of the questions I ask as part of my discovery process is, “What did you learn from your parents about Money?” – And the resounding answer is, “Nothing.” Discussing finances with the entire family has been considered taboo for way too long now. We’ve all discussed right vs wrong, good vs bad, reward vs […]
Do you know how your spouse/parent wants to be cared for after a life-changing injury/illness? #GreatIncomeGap “Could you imagine a time that your aging parents were no longer independent? They are probably not going to bring up that question. It might be the conversation no one wants to have. Will you, the adult child take […]