Wealth Planning

Podcast cover for "EmpowHer: Financial Prowess for Women" by SYM Financial Advisors. Text reads: "Hosted by Michelle Hipskind, CFP. EP1 Heidi Adair discussing probate problems." Featuring an image of a smiling woman with shoulder-length hair.

Navigating the Nightmare of Probate with Heidi Adair

May 18, 2023

Heidi Adair is a partner at Beers Mallers whose legal practice is focused in the areas of Estate Planning and Elder Law. She is certified as an Estate Planning & Administration Specialist by the Indiana State Bar Estate Planning and Administration Specialty Certification Board. Heidi regularly advises clients regarding the protection of assets through the use of advanced Estate Planning and Elder Law planning. She has counseled numerous families regarding wills, Revocable Living Trusts, and

The Importance of Buy Sell Agreements

May 16, 2023

In this episode of the Owner’s Corner podcast, host Seth Whicker, a certified financial planner, stresses the importance of having a Buy Sell agreement for any business owner. He explains that while a robust estate plan covers some aspects, a Buy Sell agreement outlines how other people may become owners within the company, how shares will be valued and transferred, and what will happen to shares in the event of a shareholder’s death or disability.

A wooden mannequin balances on a tightrope, skillfully engaging in risk planning as it carries colorful puzzle pieces labeled with the letters "R", "I", "S", and "K" above its head. The sky in the background is clear and blue.

Dealing with the Rising Cost of Healthcare and other Risk Planning

April 25, 2023

Planning for contingencies is so much a part of day-to-day life we forget we even do it. Like keeping a spare tire in the trunk or band aids in the medicine cabinet – just in case. Those of us who drive have car insurance, most of us have healthcare coverage, and either home-owner’s insurance or a renter’s policy. We understand, and even hope, that we never use the insurance and are willing to pay the

A wooden desk holds a calculator, glasses, paper clips, a cup of coffee, and a paper titled "Cash Flow Plan" with colorful bar graphs beneath the text.

The Magic of Cash Flow Planning

April 6, 2023

What is Cash Flow? During our working years, we earn wages from our employers, or profits from our businesses. It’s relatively straightforward to identify the money that comes in, the money that goes out and what’s left over each month. Ideally, that leftover amount accumulates and can be invested for spending in the future. This is cash flow. What happens to future cash flow when we stop working? What happens when the sense of security

A woman and a man are having a discussion at a table. The woman gestures with her right hand raised and appears to be explaining something about financial planning. The man also gestures with his hands. They have papers and a laptop in front of them. The setting looks like an office.

What Exactly, is a Financial Plan?

March 31, 2023

The words Financial Plan carry a lot of weight. For some, they conjure images of dusty binders full of complicated, unintelligible charts and tables wasting space on a closet shelf. Others consider them a mysterious tool used only by the wealthy elite. And while there may have been some truth to that a few decades ago, nothing could be further from the truth today. Advancements in the industry along with huge strides in capability have

Geometric design with overlapping shapes in green, blue, teal, and purple. The center text reads "The Owner's Corner." Bottom text reads "SYM Financial Advisors" on the left and "EP11 Denny and Kim Fuller" on the right. Highlighting the values of a family owned business.

Working Together in a Family-owned Business and a Family-founded Nonprofit with Denny and Kim Fuller

March 28, 2023

Denny and Kim Fuller are the former owners of Little Crow Foods, a food company established in 1903. Denny and Kim became the fourth-generation owners of Little Crow Foods after acquiring it in 1983 and managed its operations until the company’s exit from the food industry in 2012. They have been volunteering their time and entrepreneurial skills to the Humanity and Hope United Foundation following the sale of Little Crow Foods. Founded by Denny and

Navigating the Nightmare of Probate with Heidi Adair

The Importance of Buy Sell Agreements

Dealing with the Rising Cost of Healthcare and other Risk Planning

The Magic of Cash Flow Planning

What Exactly, is a Financial Plan?

Working Together in a Family-owned Business and a Family-founded Nonprofit with Denny and Kim Fuller

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