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How Much Should a Business Owner Pay Themselves?
What is the Right Business Owner Salary Today? Owning a business can be rewarding, demanding, and deeply personal. It can also blur the line between what the business needs and what the owner needs. In 2026, establishing business owner compensation goes beyond a lifestyle decision; it is a cash flow,
A Surprising Comment that Challenges SYM’s Chief Financial Officer
Andy is a financial enthusiast; call him a fanatic even. When clients make this comment about their investments and their financial plan, it challenges him the most.https://youtu.be/SANGl1YV7WE
SYM’s Chief Financial Officer’s First Investment
SYM Chief Financial Officer tells the story of his very first investment and what he learned at that early age.https://youtu.be/pzN0gqePqj0
Asset Location: The Tax-Smart Strategy Behind Your Investment Portfolio
When it comes to investing, most people are familiar with asset allocation. It’s one of the foundational principles of financial planning and helps determine how your investments are divided among stocks, bonds, and other asset classes based on your goals, risk tolerance, and time horizon. But there’s another strategy that
Leveraging your health plan for growing wealth
HDHPs and HSAs: A Powerful Combination for your Healthcare and Long-Term Wealth Healthcare costs continue to rise, making it more important than ever to choose a health plan that aligns with both your medical needs and your financial goals. While High-Deductible Health Plans (HDHPs) are often viewed simply as a way to lower monthly
Top 3 Ways Your Company’s Retirement Plan Could Save You Money
If You’re Looking at It the Right Way Most organizations think of their employer‑sponsored retirement plan as an obligation: a box to check, a cost to absorb, or a compliance headache to get through each year. But the truth is this: when strategically designed and properly supported, your company’s retirement
Investing Rules of Thumb
What are the investing rules of thumb I should know? CIO Andy Popenfoose talks about some common ones and gives examples on how much to focus on stocks versus bonds based on where you are in life. Disclosure: This material is not financial advice, an offer to sell, or
Top 6 Financial Strategies Corporate Executives in Nashville Should Know
We understand Nashville isn’t just the heart of country music, it’s one of the fastest-growing metropolitan areas in the nation. With booming business districts, expanding suburbs, and traffic that rivals major cities, executives here know that growth brings both opportunity and complexity. SYM Financial Advisors is excited to announce the
The Most Common Financial Mistakes Dentists Make
Dentistry is incredibly rewarding, but let’s be honest, the financial side of your career can get complicated fast. As a dentist, you’re not just caring for patients; you’re often running a business, supporting a team, and providing for your family. That’s a lot of responsibility on your shoulders. A holistic
Top 6 Financial Strategies Corporate Executives Should Know
If you’re a corporate executive, you know your financial life is anything but simple. Between stock options, pensions, benefits, and tax strategies, it’s understandable if you feel like you’re juggling too much. SYM Financial Advisors exists to simplify the complex and help you make confident financial decisions. Here are six
