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How to Keep Your Family Cabin in the Family

November 22, 2019

Family cabins are part of many people’s retirement dreams. If you own vacation property, consider special cabin planning when creating your estate plan.  A cabin plan is a wealth transfer strategy designed to keep the property in the family after the owner’s passing. It can eliminate many of the challenges related to shared ownership. Wealth Transfer Strategies When the goal is to preserve the property for the family, the most complete planning scenario will incorporate a

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Planning in Advance of Grief and Loss” Podcast Part 1

July 1, 2019

Who takes the lead in your financial relationships? Every family unit includes people with different areas of comfort in financial decision making. In times of loss, it becomes vital that survivors know enough about the family finances to take the reins when necessary. This podcast features SYM’s Andy Popenfoose and Sarah Delahanty.

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mother and daughter learning

Roth IRAs for Kids and Grandkids – podcast

July 1, 2019

As parents and grandparents, we want to do all we can to lead our kids to a financially sound future. In this podcast Steve Yeager, Senior Vice President at SYM Financial Advisors, explains the process of using the Roth IRA in a unique way – to encourage, teach, and assist kids in saving for their retirement, as young as 12 or 13. Add the power of compound interest and this becomes an exciting opportunity for

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The image shows the cover of "Being Mortal" by Atul Gawande. The predominantly white cover features gold accents and includes a quote from Malcolm Gladwell: "This is Atul Gawande's most powerful, and moving, book.

Book Review: Being Mortal

July 1, 2019

Book Review: Being Mortal – Medicine and What Matters in the End “Being Mortal,” published in 2014, explores in graceful detail the often-taboo topic of death and dying from the perspective of a modern medical practitioner. The author, Dr. Gawande, approaches this non-fiction writing in the same way as one would approach a story, illustrating each point with personal anecdotes from his viewpoint as a general surgeon and a son.   Although the core of the

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Two individuals stand outside, engaged in a discussion. The man on the left wears a striped polo shirt, while the woman on the right, clad in a black top, holds a document. They both examine it attentively; it appears to be related to powers of attorney. The background is lush and green.

Medical and Financial Powers of Attorney

July 1, 2019

Completing estate documents can be a daunting task.  Who will inherit the wealth you worked so hard to accumulate?  Wills are important documents, but don’t overlook other, equally important documents such as medical and financial powers of attorney. While most estate planning seeks to direct what will happen after you pass away, medical and financial powers of attorney enable someone (the agent) to act on your behalf while you are still living. Common scenarios that

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Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Schedule A Meeting

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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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