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Pre-Retirees & Retirees

A glass jar filled with coins and a few bills, labeled "Charity" with a red heart above the letter "i", stands on a wooden table—a humble testament to charitable giving.

Strategic Charitable Giving: A Smart Way to Give Back and Save on Taxes

October 22, 2025

Charitable giving isn’t just about generosity—it’s also a powerful financial strategy. Whatever your passion, there are several ways to support the causes you care about while optimizing your tax situation. Here’s a breakdown of the most effective charitable giving methods and how they can benefit you. Cash or Check Donation This is the most straightforward way to give. Contributions to public charities are: Deductible up to 60% of your Adjusted Gross Income (AGI) Excess contributions

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A bar chart titled "How Far Have You Gotten in Creating a Will?" illustrates percentages for various stages: talked to a loved one (20%), researched online (11%), wrote basic plan/estate plan (7%), consulted a lawyer (3%), filed paperwork (2%), notified loved ones/chose executor (5%), not started (61%). Many still fall prey to estate planning myths. Source:

Five Estate Planning Myths Debunked

October 16, 2025

Estate planning isn’t just for the wealthy or retired, it is for anyone who wants to protect and direct what matters to them. It can be easy to push these plans off into the future, but setting aside time now to get these items squared away can provide peace of mind for yourself as well as your loved ones. Here are some common misconceptions about estate planning along with an explanation of why they are

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image shows icons that depict the highlights of the OBBBA

The One Big Beautiful Bill Act (OBBBA): What You Need to Know

July 18, 2025

The New Bill – The OBBBA. We know it legally as H.R.1. This U.S. federal statute was signed into law on July 4, 2025 and is also known as The One Big Beautiful Bill Act.  It introduces sweeping tax and financial changes aimed at simplifying deductions, supporting families, and incentivizing education and business growth. The impacts are nuanced, client specific, and may be subject to income limitations, but you can expect SYM Financial Advisors to

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a middle-aged man and woman smiling beside eachother

Life 2.0: Finding Purpose Beyond Retirement

January 7, 2025

In today’s episode of Executive Decisions, host Sarah Delahanty speaks with Todd and Cindy Shinabarger about their inspiring journey of transitioning from demanding careers to what they call “Life 2.0”—a purposeful and fulfilling phase of life dedicated to service and impact. Todd and Cindy share their experiences of stepping into volunteer roles with Operation Mobilization, where their skills in IT and science transformed projects and systems, helping the organization achieve excellence. They reflect on the

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woman pointing at notes on a board

Prioritizing Various Types of Savings

July 11, 2024

Saving is a key element to financial planning. How do you know that you are saving in the right places at the right time? This visual provides guidance around how we at SYM Financial Advisors prioritize savings and investments with tax efficiency in mind.  Contact us to dive deeper and customize your financial plan. 800-888-7968.

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