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Medicare

Illustration of a healthcare concept with a clipboard and medical supplies. A text overlay from SYM Financial Advisors explains that married couples aged 55 who are "healthy" may spend more on healthcare costs over their lifetimes than a 55-year-old with "fair" or "poor" health.

Hidden Healthcare Costs in Retirement

December 9, 2022

Most people begin to form a picture of what they’d like their retirement to look like as the years progress. They may have a good sense of where they want to live, who they want to spend their time with, and what activities they’d like to enjoy. While some aspects of this hypothetical “retirement brochure” can have costs reasonably estimated, there are other items that are less concrete, or that may get overlooked altogether. One

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An elderly couple sits closely on a teal sofa, smiling and looking at a tablet together. The woman, wearing glasses and a striped sweater, leans towards the man, who is wearing a dark vest over a shirt. Both appear happy and engaged, perhaps perusing the services options of their trusted advisory firm.

5 Ways to Pay for Long-Term Care

May 10, 2022

Imagine that someone you know was diagnosed with a lifelong disease. Or perhaps they ended up at a hospital and in need of lengthy care and recovery. Your first thought would probably be, “I hope they will be OK!” Unfortunately, for many families, the very next thought is, “How will we pay for this?”  That may sound unlikely to you now, especially if you are healthy. But the reality is that seven out of ten

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A close-up image of the word "Medicare" printed on a torn piece of paper positioned over a background that includes U.S. currency. It signifies financial aspects related to Medicare health insurance.

Medicare Planning for Retirement: A Comprehensive Guide

April 12, 2022

Why does Medicare remind us of Swiss cheese? Because it has many, many holes. Especially for those who have not properly researched their healthcare options before signing up for a program. Jokes aside, Medicare planning for retirement is a serious matter. It can be confusing and daunting. Our team at SYM Financial has covered the basics of Medicare before, so today’s article will briefly review the structure of the program before diving into the most

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An older couple stands outdoors, smiling and looking into the distance. The man, wearing glasses and a gray zip-up sweater, has his arm around the woman, who has short white hair and is wearing a navy blue top. They appear content and carefree, perhaps enjoying their golden years with the peace of mind that Medicare provides. A grassy landscape and hills are in the background.

An Introduction to Medicare

April 12, 2019

At some point, we will all need to learn about Medicare, its associated programs, and terminology. Take this opportunity to review your own knowledge, or forward to a friend or coworker.  We’re always pleased to hear from you, so reach out with any questions. Medicare Defined Medicare is a national health insurance program offered by the federal government to provide health care insurance to certain individuals. Those eligible include people aged 65 and older, younger

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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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