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Should I Pay Off My Mortgage Before Retiring?
QUICK ANSWER For most pre-retirees, paying off your mortgage before retirement often reduces your fixed monthly costs, simplifies cash flow, and lowers the risk that a market downturn forces you to sell investments at the wrong time. It is not always the right call. If your mortgage rate is below
SYM Financial Advisors’ Investment Philosophy
What sets SYM Financial Advisors’ investment philosophy apart from others? Asset allocation that provides opportunity for growth and provides important cash flow at the same time. Learn more in this video! https://youtu.be/ql7JGibU8D0
Red flags when evaluating your financial service provider.
Are you working with a financial advisor? Learn red flags to identify that can save you from losing on taxes, fees, and more.
SYM Services
We believe it is important that your financial advisor provides guidance on your whole financial equation. We believe you get the best possible advice when you are advised on the whole picture of your financial reality and goals because so many interwoven factors can impact your outcome. That is why
Advice for Young Job Seekers
This is a key detail that often throws a job applicant out of the running, and it is easily prevented! Chief Investment Officer Andy Popenfoose has looked at hundreds of resumes and applications over the years. It surprises him that many well-educated candidates miss this detail. Disclosure: This material is
Does Your Company Retirement Plan Stack Up?
In this episode of the SYM Financial Podcast, we dive into how retirement planning has evolved, especially with the rise of automation like automatic enrollment. We see how it’s made saving easier and boosted participation—people are saving more without even having to think too hard about it. But we
Advice for those in the military considering their investment plan
Disclosure: This material is not financial advice, an offer to sell, or a solicitation of an offer to purchase any security managed by SYM Financial Corporation (“SYM”). The opinions and assumptions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. SYM is an
Best Financial Advice Learned from School
What’s the best financial advice that you learned in school? SYM Chief Investment Officer Andy Popenfoose answers may surprise you. Disclosure: 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
Strategic Charitable Giving: A Smart Way to Give Back and Save on Taxes
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
Five Estate Planning Myths Debunked
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
