Pre-Retirees & Retirees

An infographic by SYM Financial Advisors shows long-term incentives among the 250 largest companies in the S&P 500 index for 2021. Three trophies indicate: Stock Options (54%), Restricted Stock (65%), and Performance Awards (92%).

Why Corporate Executives Need Specialized Financial Planning

October 6, 2022

While the compensation structure of a corporate executive is definitely one of the perks of rising in the ranks, the vast complexities of the modern executive compensation package also leave the door open for missteps around every corner. Many freshly minted executives want to keep managing their personal income, retirement, and tax preparation, because that’s the way they’ve been doing it for years. But tap a longtime executive on the shoulder for a piece of

A person in a suit is holding a cardboard box filled with office supplies, including folders, a pen holder, and a few other items. In the background, another person is sitting at a desk. The scene suggests the individual may be exiting corporate life.

Life 2.0: Post Pandemic Financial Considerations When Exiting the Corporate Life

August 24, 2022

If you’re a C-suite executive who plans on exiting the corporate life, you may want to take your foot off the proverbial accelerator. While visions of sipping a margarita by the beach alongside your loved ones may be filling your daydreams, we also know you’d like the peace of mind that financial security brings when you do make your departure. Before making life-altering decisions like retirement or career changes, you’ll want to make sure your

A man in a dark, patterned shirt looks down while walking outside a building, holding a laptop or briefcase. In the background, a woman with red hair is talking on her phone near the building's entrance, possibly discussing succession planning. The scene appears business-oriented.

Things to Consider When Selling Your Business

August 16, 2022

When you’ve run a business for many years, its day-to-day operations consume the lion’s share of your attention and focus—as they should. There’s always life after business, though, and it can be hard to find the time to consider how and when you’d like to transition out of ownership, much less how you’d like that transition to look. Do you have plans to keep your company in the family or sell it to employees? Are

A pink piggy bank with a sad facial expression is being squeezed tightly by a large clamp. The clamp has a red and blue handle, suggesting financial pressure or constraints reminiscent of the recession in 2022. The background is plain white.

Recession 2022: Prepare your Finances for Any Scenario

June 21, 2022

Between the rising gas prices and the conflict in Ukraine, even the most optimistic among us are feeling a bit of anxiety. Recent stock market volatility has contributed to the worries. Spokespeople in the media have begun to talk about entering bear market territory. Has the Fed done so much to combat inflation that the economy is headed into Recession 2022 instead? It is true that the U.S. has successfully produced economic rebounds in the

A family of four stands on a grassy hilltop, with two adults carrying two children on their shoulders. They face a clear blue sky where clouds form the shapes of the world map, illustrating the continents and reflecting on global events like economic pain in Russia.

The Heightened Economic Pain in Russia

June 13, 2022

Are you worried about what the Russian-Ukrainian war means for your portfolio? Do you feel waves of frustration as the US inflation numbers have markedly increased, and everything from groceries to gas prices is digging deeper into your wallet? This might help you feel a bit better. After facing over 2,778 internal sanctions and experiencing tens of thousands of casualties, Russia will likely repent its invasion decision for years to come. Several international parties (ranging

A woman is sitting on the gym floor, holding a laughing child who is lying on her lap with arms raised, on a blue mat with red lines in the background. Both are wearing athletic clothing and appear to be having fun together, capturing a happy moment that underscores the importance of special needs planning.

Balancing Special Needs Planning with Your Retirement

June 6, 2022

Parents with a special needs child have many of the same wishes as all other parents. They want to make memories, do the best for their family, and prepare their child for the future. They also hope to retire one day with a measure of financial peace of mind. When there’s a will, there’s a way — and that is true of financial planning for families with special needs. It is true that unique circumstances

Why Corporate Executives Need Specialized Financial Planning

Life 2.0: Post Pandemic Financial Considerations When Exiting the Corporate Life

Things to Consider When Selling Your Business

Recession 2022: Prepare your Finances for Any Scenario

The Heightened Economic Pain in Russia

Balancing Special Needs Planning with Your Retirement

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