Tag: Contingency Planning - Page 2 of 2 - SYM Financial Advisors -

A handwritten legacy letter on aged paper. The script is cursive and neatly penned, with some slight ink fading. The top portion reads "Letter 19," followed by "Lady Susan to Mrs. Johnson." More text follows below, starting with "Churchill.

Write a Legacy Letter for the Ones You Love

August 16, 2019

What kind of legacy will you leave behind? In 2018, SYM reached a milestone of 50 years in business and as part of the celebration we invited Susan Turnbull, the founder and principal of Personal Legacy Advisors, LLC, to speak to our guests on the topic of legacy. Legacy, in its simplest definition, is the influence you have on the lives of other people, the way you act and create relationships, and the values and

A man and a woman are standing in an office hallway, looking at a document together. The man is wearing a blazer and the woman is in business casual attire. They are near a large window and a closed door, with office furniture visible in the background.

Where Will Your Money Go When You’re Gone? – podcast

July 19, 2019

Join SYM Financial Advisor Michelle Hipskind in a story-filed, engaging discussion about the value of making sure you have the proper beneficiary designations on your bank accounts and other assets. What the topic lacks in glamour, it makes up for in importance!

Book Review: The Other Talk – A Guide to Talking to your Children About the Rest of your Life

July 1, 2019

“The Other Talk,” published in 2014, plays on the familiar concept of the birds and bees parent-child discussion to evoke a new context: preparing for the difficult decisions often faced as one ages. While the first “talk” is an important milestone for parents as they guide their children through adolescence and into adulthood, “the other talk” encourage parents to talk again, later in life with their adult children about financial, healthcare and end-of-life decisions as

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

Contingency Planning

Write a Legacy Letter for the Ones You Love

Where Will Your Money Go When You’re Gone? – podcast

Book Review: The Other Talk – A Guide to Talking to your Children About the Rest of your Life

Get This Right! 401(k) Beneficiaries

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

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