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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
Stock Options Strategies for Success
A deliberate and thoughtful stock options strategy can maximize your wealth by harnessing the power of a significant part of your compensation. Without the guidance of an experienced financial advisor, well-intentioned company stock option recipients are often left on their own to set options targets (triggers for exercising an option).
How to have confidence in your financial future when investing.
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
Does Your Company Retirement Plan Stack Up?
https:// In this episode of the SYM Financial Podcast, we talk openly about how important it is to approach retirement plan features like loans and withdrawals with caution. While they can be helpful safety nets in tough times, we encourage you not to see them as a way of life
Uncommon Relationships produce Uncommon Results. What does that mean for an investor?
Uncommon Relationships can produce Uncommon Results. Why is this tagline important to SYM Financial Advisors? And what does it mean for an investor? CIO Andy Popenfoose explains how SYM Financial Advisors works to achieve this for clients in this video. Its often the low client to investor ratio
2026 IRS limits announced
NOTE: If you are viewing this on a mobile phone, turn your screen horizontally to align the columns. The U.S. Government is finally open again and the IRS announced 2026 limits affecting retirement plans and other qualified savings vehicles. You will see the changes in bold in this quick reference.
