SYM Financial Corp Blog

SYM feels there is enough canned content in the industry.  That’s why we commit to providing unique insight by actually writing our own stuff.  We enjoy introducing you to concepts that you can implement with or without SYM.  In short, we want to leave you, the reader, better than we found you.

Retirement Plan Beneficiary Designations 101

Once you meet the eligibility requirements for your employer’s retirement plan, you have the opportunity to start contributing toward your financial future. This milestone also ushers in a number of important decisions. There are the exciting choices such as how much to contribute, the selection of pretax or Roth deferrals, and how your money should be invested. There are also more sobering choices such as who should be designated as beneficiary when you pass away.

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Intro to Medicare

At some point, we will all need to learn about Medicare, its associated programs and terminology. Take this opportunity to review your own knowledge, or forward to a friend or coworker.  

We’re always pleased to hear from you, so please reach out with any questions.

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Where’s my stuff?

Why digital assets are a critical component of your estate plan



“Honey, where did you put that frequent flyer statement/prescription list/photo from last week’s company picnic – you know… where do you keep our stuff?”


It used to be we would answer that question by pointing to a file cabinet, junk drawer, book case, or pile of papers: “Look over there.” But thanks to new technology, the answer is no longer that simple. Now, we might just as readily point to our laptops, tablets, or smartphones.

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Roth IRAs for Kids and Grandkids

Most investors are familiar with the standard mechanisms of the Roth IRA: A person contributes post-tax money to a retirement account, typically for him/herself, and those funds experience tax-free potential growth as long as they are not withdrawn until the person reaches the age of 59 ½.


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Having trouble freezing your credit?

A week ago Equifax, one of the three major U.S. credit bureaus, reported that identity thieves stole the Social Security numbers, birth dates, addresses and driver’s license numbers of approximately 143 million Americans.

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