In this podcast, we continue the discussion of documenting your family financial information for the benefit of survivors when families experience death or incapacitating illness, with a step-by-step plan for creating a financial inventory in case of emergency. Featuring Andy Popenfoose and Sarah Delahanty of SYM.
In a national study of Sandwich Generation Women, creating a good support team as soon as possible was identified as an important key to helping an individual successfully navigate this challenging stage of life. Key Team Members Financial Advisor There are many varieties of financial advisors and their differences are significant. Our study of Sandwich Generation Women revealed a strong preference for a fiduciary wealth manager who acts as a “quarterback,” coordinating all advisors on
When it comes to issues of health-related financial risk, the importance of disability insurance is often sorely underrated. In reality, holding a less-than-appropriate amount of disability insurance can be just as financially devastating as purchasing the improper amount of life insurance. However, disability insurance receives much less airtime from the financial media and other “experts”. What is it? Disability insurance protects against the interruption of income due to illness or injury. Because many employers offer
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(317) 848-2180
9100 Keystone Crossing #560,
Indianapolis, IN 46240
(317) 848-2180
9100 Keystone Crossing #560,
Indianapolis, IN 46240
* 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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