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A pair of hands form a protective gesture over a chalk drawing of a house on a blackboard. The simple house, complete with door, window, and chimney, is surrounded by blue lines representing rain and yellow lines suggesting sunlight. This image evokes the warmth and security that charitable deductions can help provide to those in need.

Protect your Charitable Deductions at Tax Time

June 19, 2019

Charitably-minded investors have a new priority to shoulder: protecting their charitable tax deductions. Since the Tax Cuts and Jobs Act of 2017 did not directly address donation deductibility, few realized the new law could directly impact the tax treatment of their giving. The legislation increased the standard deduction to $12,200 for single taxpayers and $24,400 for those married filing jointly in 2019. Since the new tax law also imposed limits to other popular itemized deductions

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A woman with gray hair smiles while leaning against a white wall. She is wearing a gray, striped jacket with buttons. The background contains soft, blurred light coming through unseen windows.

The Wealth of Life: It’s more than money! – podcast

October 29, 2018

In celebration of SYM’s 50th anniversary, speaker, author and coach Susan Turnbull spoke to a gathering of friends and community in four of our SYM communities. In this podcast, we’re featuring the presentation in Winona Lake, Indiana. Listen as Susan redefines the word “legacy,” taking it back from the grave, then treats the audience to a hands-on, invigorating exploration of the riches we can leave for our families, friends, communities, and the generations that will

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Fort Wayne, IN

(260) 387-6822

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

Warsaw, IN

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801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Schedule A Meeting

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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