SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

Marriage, Divorce & Family

Graphic for the EMPOWHER podcast hosted by Michelle Hipskind, featuring episode 5 guest Rickie Kohne of SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Financial Wisdom Across Generations

July 20, 2023

Lessons Learned and Regrets Avoided with Rickie Kohne and Laura Murray In this episode we have an energetic conversation across two generations. Michelle is joined by mother and daughter Rickie Kohne and Laura Murray as they take a look into their personal experiences and insights on financial management. Laura and Rickie share the valuable lessons they learned from their parents, emphasizing the importance of living within their means and prioritizing savings.   Both women stress the need for open communication and trust

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Text graphic for an EMPOWHER financial workshop hosted by Michelle Hipskind, a commission-free fiduciary at SYM Financial Advisors—an independent firm with 55+ years of serving clients—featuring a portrait of Michelle.

How Much Do I Need to Retire?

July 6, 2023

Michelle Hipskind, CERTIFIED FINANCIAL PLANNER™ and overseer of the Empower Women’s Financial Education Program, discusses the question, “How much do I need to retire?” She emphasizes why there is no one-size-fits-all answer and that it depends on factors such as what the retiree wants their retirement to look like, what they can control, and what they cannot control. Other considerations include replacing cash flow, managing debt, accounting for taxes and healthcare expenses, dealing with inflation,

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: a meat cleaver labeled “Investing scam” positioned over the silhouette of a pig, highlighting the importance of choosing a commission-free fiduciary.

Protect your Investible Assets from Pig Butchering

July 5, 2023

What is it? A new cyber scam. In our last installment, Cyber Security and Your Digital Assets – SYM Financial Advisors –, we outlined how to build an effective cyber security plan.  We hope that you are making headway on securing those digital assets.  Part of building a strong cyber security plan requires being informed of the ever-evolving criminal scams that attempt to rob you of your hard-earned assets. Personal vigilance is still one of

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Portrait of Michelle Hipskind, a commission-free fiduciary at SYM Financial Advisors, for the EMPOWHER podcast episode featuring financial prowess for women.

Inheriting Financial Relationships

June 1, 2023

In this episode of the EmpowHER Podcast, Michelle Hipskind, a certified financial planner, discusses the phenomenon of women inheriting investment portfolios and being dissatisfied with their financial advisors. She notes that 70% of women who inherit responsibilities for an investment portfolio want to switch to someone they are more comfortable with. Michelle provides five important questions to ask a financial advisor to ensure transparency and to guarantee that the advisor is acting as a fiduciary.

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Graphic for an EMPOWHER podcast episode hosted by Michelle Hipskind featuring guest Heidi Adair, presented by commission-free fiduciary SYM Financial Advisors.

Navigating the Nightmare of Probate with Heidi Adair

May 18, 2023

Heidi Adair is a partner at Beers Mallers whose legal practice is focused in the areas of Estate Planning and Elder Law. She is certified as an Estate Planning & Administration Specialist by the Indiana State Bar Estate Planning and Administration Specialty Certification Board. Heidi regularly advises clients regarding the protection of assets through the use of advanced Estate Planning and Elder Law planning. She has counseled numerous families regarding wills, Revocable Living Trusts, and

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Profile view of a person wearing glasses reflecting lines of computer code, with the word “PASSWORD” visible on a screen, representing the security focus of SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Cyber Security and Your Digital Assets

April 13, 2023

Cybersecurity is a complex topic.  In many ways, it’s like investing.  There are lots of ways to do it, it can be really confusing without good information, and reliable advice from a knowledgeable source is critical. And if you don’t do it right, you are likely to lose your money.  Each individual and business is different; the tools and techniques necessary to protect them vary dramatically.  An online search may render some “top ten steps”

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