Logo for SYM Financial Advisors featuring the text "SYM" in large green font and "FINANCIAL ADVISORS" in smaller gray font. There is a graphic of two green, swooping lines beneath "SYM." The background is white.

Pre-Retirees & Retirees

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Prioritizing Various Types of Savings

Saving is a key element to financial planning. How do you know that you are saving in the right places at the right time? This visual provides guidance around how we at SYM Financial Advisors prioritize savings and investments with tax efficiency in mind.  Contact us to dive deeper and customize your financial plan. 800-888-7968.

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A smiling person with short, curly hair is seen from the shoulders up, wearing a dark suit jacket over a button-up shirt. Text reads "The Owner's Corner" and "EP 18 Gordon Bell" on the bottom right. The image is overlaid with blue geometric shapes, hinting at insights into selling a business.

Want to Sell Your Business? Critical Steps to Exit Planning Revealed with Gordon Bell

Gordon Bell is the Founder and CEO of The Midland Group, a business advisory firm based in Fort Wayne, Indiana. Founded in 1991, The Midland Group has advised clients – both national and international with revenues ranging from $10 million to $5 billion – across a range of industries: manufacturing, distribution, service, and retail. The Midland Group, along with its strategic alliance partners, offers advisory services in Leadership Development, Succession Contingency Planning, Sales and Marketing,

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A promotional image for "EmpowHER - Financial Prowess for Women," hosted by Michelle Hipskind, CFP. Episode 9 features Lindsay Koler discussing Medicaid planning. The SYM Financial Advisors logo is at the top. Lindsay Koler is smiling and has a shoulder-length blonde hairstyle.

Strategies for Protecting Your Family with Medicaid Featuring Lindsay Koler

This podcast episode discusses Medicaid planning and how it can be used as an asset protection tool rather than just a last resort. Lindsay Koler, an elder law attorney, explains how Medicaid assessments and proper planning can help couples protect their homes and retirement accounts. She emphasizes getting powers of attorney updated and doing Medicaid planning well in advance of needing long-term care.   We look at whether someone needs help with activities of daily

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A promotional image for the podcast "EmpowHER: Financial Prowess for Women," hosted by SYM Financial Advisors. The episode features Michelle Hipskind discussing the implications of the SECURE Act. Michelle is smiling, wearing a green top and statement necklace, set against a partially blurred background.

Understanding Hidden Nuggets within the SECURE Act

We have a quick tactical nugget for you on this latest episode of the EmpowHER podcast. In this episode, Michelle Hipskind focuses on dissecting the changes brought about by the 2019 SECURE Act, with particular emphasis on the elimination of the “stretch IRA,” which imposes a 10-year limit for withdrawals for those inheriting IRA accounts. However, the podcast also sheds light on exceptions like qualified charitable distributions for beneficiaries close to 70 and a half years old.

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Podcast cover art for "Executive Decisions: A Podcast for Business Leaders" featuring Episode 22 with Dennis McKeever. The background is green with white and gray arrows pointing upward, and a photo of Dennis McKeever is at the bottom right corner.

Insight on Risks, Rewards, and the True Measure of Wealth with Dennis McKeever

Dennis McKeever has a bachelor’s degree in chemistry from the University of Pittsburgh along with a PhD in physical chemistry from the University of California, Irvine. Dennis retired from Dow Chemical after a thirty-year career where he primarily served as a senior manager in Research and Development.   However, he also had two business management experiences – first as the manager of the Chemicals business for Latin America and subsequently as the VP for the

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