SYM Financial Corp Blog

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.

Continue reading

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.

Continue reading

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account, typically for him/herself, and those funds experience tax-free potential growth as long as they are not withdrawn until the person reaches the age of 59 ½.

 

Continue reading

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.

Continue reading

Equifax security breach – what you can do

The news is buzzing with information on the latest security breach. Equifax, one of three major U.S. credit bureaus, reported on Thursday that identity thieves stole the Social Security numbers, birth dates, addresses and driver’s license numbers of approximately 143 million Americans.

Continue reading