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A blue-toned image featuring the words "CARES ACT" in bold white letters, centered on top of a faded depiction of the U.S. Capitol dome, framed by white borders, highlighting support for business owners.

The CARES Act for Business Owners (webinar)

April 9, 2020

Listen to gain answers and guidance on the CARES Act, Paycheck Protection Program, and Families First Coronavirus Response Act. Panelists: Seth Whicker, CFP®, MS, Principal and Senior Financial Advisor at SYM Financial Advisors Contact: swhicker@sym.com (260) 387-6822 Tom Ackmann, Principal and Senior Retirement Plan Advisor at SYM Financial Advisors Contact: tackmann@sym.com  (260) 387-6822 Randy Brinneman, Senior Vice President at Ossian State Bank Contact: rbrinneman@ossianstatebank.com (260) 622-4141

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A white piggy bank wearing a black graduation cap with a yellow tassel, symbolizing 529 Savings Plans. A dollar bill is sticking out from the slot on its back, set against a blue background.

The Benefits of 529 Savings Plans

April 9, 2020

Education costs continue to rise and the task of saving for college or trade school becomes more daunting each year. Fortunately, there is a village of supporters who want to help a child save for their education, including the ancillary expenses required to have a full and enriching educational experience. One of the most efficient and effective ways to accomplish this is by using 529 Savings Plans. 529 Savings Plans 529 Savings Plans are education

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A young woman holding a pencil interacts with an elderly woman and a toddler. The elderly woman is smiling and pointing at something on the table, perhaps discussing the benefits of a 529 College Savings Plan, while the curious toddler looks engaged. They are sitting together in a bright, cozy setting.

Turn a 529 College Savings Plan into a Family Legacy

April 9, 2020

Have you dreamed of leaving a legacy for your grandkids and future generations? Such a legacy does not require a vast fortune or risky investments. Instead, you can give your grandchildren the gift of opportunity (and money). Simply push the use of the 529 College Savings Plan to its fullest potential. Standard Use of the 529 College Savings Plan In case you’re not familiar with the primary benefit of the 529 Savings Plan, it is

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An image with a background of a partial U.S. flag, showing stars on a blue field and red and white stripes. Overlaid text reads "CARES Act Questions and Answers.

Unpacking the CARES Act for your Dental Practice (webinar)

April 3, 2020

Listen to the webinar recorded Thursday April 2, 2020. Sponsored by SYM Financial Advisors in cooperation with the Isaac Knapp Dental Association, Unpacking the CARES Act for your Practice includes guidance from panelists: Panelists: Joe Cohen, Partner, Barrett McNagny Attorneys at Law Seth Whicker, Senior Financial Advisor, SYM Financial Advisors Nathan Courtney, Consultant, Legacy Practice Transitions and Owner, Cloverleaf Advisory Group Angie Daughtery, Lead Advisor, Cloverleaf Advisory Group Dr. Brad Stutler, Stutler Dental Care SYM

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Green street signs against a blue sky with white clouds. One sign reads "TAX SEASON," and the other sign, hinting at a necessary tax review, reads "AGAIN.

Tax Review- Are You Prepared?

February 13, 2020

Once again, the inevitable April 15th tax deadline is approaching. Take some time to consider how the following items may apply to your tax situation before submitting your 2020 return. A quick tax review could save you money. Tax Review Checklist Consider the impact of the following before filing your taxes. Realized Gains & Losses Form 1099-B reports your gains and losses for the year. This comes from your account custodian (Schwab, Fidelity, National Advisors

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A handwritten legacy letter on aged paper. The script is cursive and neatly penned, with some slight ink fading. The top portion reads "Letter 19," followed by "Lady Susan to Mrs. Johnson." More text follows below, starting with "Churchill.

Write a Legacy Letter for the Ones You Love

August 16, 2019

What kind of legacy will you leave behind? In 2018, SYM reached a milestone of 50 years in business and as part of the celebration we invited Susan Turnbull, the founder and principal of Personal Legacy Advisors, LLC, to speak to our guests on the topic of legacy. Legacy, in its simplest definition, is the influence you have on the lives of other people, the way you act and create relationships, and the values and

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