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Long Term Care Insurance: A New Overview

Much of today’s population will eventually require some form of long term medical or personal assistance care as they age. How these people receive and pay for services will drive their long term care (LTC) experience.  Even if you think you are well versed in the ins and outs of

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What happens to your cell phone if something happens to you?

Imagine losing your cellphone. In an instant, contact information for everyone you know is gone. Thousands of pictures and other important information are locked away in thin air. Multi-factor authentication no longer works on many of your important accounts because you don’t have the phone that can receive the text/email/pin.

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The Difference the Right Financial Advisor Can Make

You have likely been told at least once that you need a financial advisor. Perhaps you know it, but it isn’t getting prioritized over the other things on your to-do list.  Maybe you don’t fully understand how one can benefit you.  You could even think it is not worth the

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Capital Gains Fund Distributions Explained

  As typically occurs at year-end, some of the funds in your SYM portfolio are expected to pay capital gains distributions in December. Because such distributions may impact your 2023 tax planning, we’d like to offer some thoughts about the process. Because mutual funds do not pay taxes, they must

Read More »

Long Term Care Insurance: A New Overview

Much of today’s population will eventually require some form of long term medical or personal assistance care as they age. How these people receive and pay for services will drive their long term care (LTC) experience.  Even if you think you are well versed in the ins and outs of

Read More »

What happens to your cell phone if something happens to you?

Imagine losing your cellphone. In an instant, contact information for everyone you know is gone. Thousands of pictures and other important information are locked away in thin air. Multi-factor authentication no longer works on many of your important accounts because you don’t have the phone that can receive the text/email/pin.

Read More »

The Difference the Right Financial Advisor Can Make

You have likely been told at least once that you need a financial advisor. Perhaps you know it, but it isn’t getting prioritized over the other things on your to-do list.  Maybe you don’t fully understand how one can benefit you.  You could even think it is not worth the

Read More »

Capital Gains Fund Distributions Explained

  As typically occurs at year-end, some of the funds in your SYM portfolio are expected to pay capital gains distributions in December. Because such distributions may impact your 2023 tax planning, we’d like to offer some thoughts about the process. Because mutual funds do not pay taxes, they must

Read More »

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