Insights

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

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

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

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

Book cover of "The Other Talk: A Guide to Talking with Your Adult Children About the Rest of Your Life" by Tim Prosch. It shows an older couple walking with two children and an adult, with a beach setting in the background. A recommendation from AARP is at the top.

The Other Talk: A Conversation with the Author – Podcast

July 19, 2019

Brad Duling, CFP®, Financial Advisor and Partner, interviews the author of “The Other Talk” and asks key questions about the process of communicating later-in-life wishes within a family. Join us for a behind-the-scenes look at this much-used SYM planning resource.

A man and a woman are standing in an office hallway, looking at a document together. The man is wearing a blazer and the woman is in business casual attire. They are near a large window and a closed door, with office furniture visible in the background.

Where Will Your Money Go When You’re Gone? – podcast

July 19, 2019

Join SYM Financial Advisor Michelle Hipskind in a story-filed, engaging discussion about the value of making sure you have the proper beneficiary designations on your bank accounts and other assets. What the topic lacks in glamour, it makes up for in importance!

Turn a 529 College Savings Plan into a Family Legacy

Unpacking the CARES Act for your Dental Practice (webinar)

Tax Review- Are You Prepared?

Write a Legacy Letter for the Ones You Love

The Other Talk: A Conversation with the Author – Podcast

Where Will Your Money Go When You’re Gone? – podcast

Podcasts

CIO Corner

Topics

Life Events

How can we help?

Let’s Talk

Fort Wayne, IN

Warsaw, IN

Indianapolis, IN

Midland, MI

Mishawaka, IN

Fort Wayne, IN

Warsaw, IN

Indianapolis, IN

Mishawaka, IN

Midland, MI

Let Us Help!

Who We Serve

What We Do

Insights

Contact us