Pre-Retirees & Retirees

Three American flags on flagpoles flutter in the wind against a clear blue sky. The sun shines brightly, partially obscured behind one of the flags, creating a glowing effect. A landscape with trees is visible in the distance at the bottom of the image, reminiscent of planning for your 401k beneficiaries' future.

Get This Right! 401(k) Beneficiaries

June 19, 2019

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 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. Saving

A person is using a smartphone with both hands, while another gestures towards a document on a desk. The background includes a laptop. The focus is on the smartphone screen displaying text and a keyboard, perhaps part of an estate plan being reviewed digitally.

Where’s my stuff? Digital Assets and your Estate Plan

April 12, 2019

“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, bookcase, 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. Our most

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* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

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