Insights
2025 IRS limits announced
The IRS recently announced 2025 limits affecting retirement plans and other qualified savings vehicles. New in 2025, you could have a higher catch-up limit of $11,250 in your retirement plan (this is 150% of the normal catchup limit of $7,500) at ages 60, 61, 62, or 63. You will see
Prioritizing Various Types of Savings
Saving is a key element to financial planning. How do you know that you are saving in the right places at the right time? This visual provides guidance around how we at SYM Financial Advisors prioritize savings and investments with tax efficiency in mind. Contact us to dive deeper and
The Entrepreneur’s Path: Scott Holmes on Growth, Risks, and Retirement
In today’s episode of the Owner’s Corner Podcast, host Seth Whicker is joined by Scott Holmes, founder of ABI Attachments and Managing Partner at PivotPoint Company. Scott shares his journey from starting ABI Attachments to his current role in merger and acquisition work with PivotPoint. He discusses the importance of
2025 IRS limits announced
The IRS recently announced 2025 limits affecting retirement plans and other qualified savings vehicles. New in 2025, you could have a higher catch-up limit of $11,250 in your retirement plan (this is 150% of the normal catchup limit of $7,500) at ages 60, 61, 62, or 63. You will see
Prioritizing Various Types of Savings
Saving is a key element to financial planning. How do you know that you are saving in the right places at the right time? This visual provides guidance around how we at SYM Financial Advisors prioritize savings and investments with tax efficiency in mind. Contact us to dive deeper and
The Entrepreneur’s Path: Scott Holmes on Growth, Risks, and Retirement
In today’s episode of the Owner’s Corner Podcast, host Seth Whicker is joined by Scott Holmes, founder of ABI Attachments and Managing Partner at PivotPoint Company. Scott shares his journey from starting ABI Attachments to his current role in merger and acquisition work with PivotPoint. He discusses the importance of
