SYM logo white

Pre-Retirees & Retirees

A green road sign reads "Time to Retire?" with a picturesque sunset and clouds in the background. The sun is partially visible, creating a warm and serene atmosphere, inviting thoughts of exiting corporate life for something more tranquil.

Life 2.0: Financial Considerations When Exiting the Corporate Life

December 28, 2022

If you’re a C-suite executive who plans on exiting the corporate life, you may want to take your foot off the proverbial accelerator. While visions of sipping a margarita by the beach alongside your loved ones may be filling your daydreams, we also know you’d like the peace of mind that financial security brings when you do make your departure. Before making life-altering decisions like retirement or career changes, you’ll want to make sure your

Read More »
Illustration of a healthcare concept with a clipboard and medical supplies. A text overlay from SYM Financial Advisors explains that married couples aged 55 who are "healthy" may spend more on healthcare costs over their lifetimes than a 55-year-old with "fair" or "poor" health.

Hidden Healthcare Costs in Retirement

December 9, 2022

Most people begin to form a picture of what they’d like their retirement to look like as the years progress. They may have a good sense of where they want to live, who they want to spend their time with, and what activities they’d like to enjoy. While some aspects of this hypothetical “retirement brochure” can have costs reasonably estimated, there are other items that are less concrete, or that may get overlooked altogether. One

Read More »
Illustration of four people working at a table, representing a team of financial advisors. One is holding a clipboard with graphs, another has sheets of data, a third has a calculator, and the fourth is using a tablet. The text discusses smart executive practices.

Key Features of Executive Compensation Packages

November 1, 2022

Whether evaluating competing offers for a new position or placement, or desiring to broaden understanding of a current package, looking at the key components of executive compensation packages can be a valuable exercise. Doing so can help ensure fair and equitable earnings are being offered and can help an executive avoid common mistakes and pitfalls that can prove quite costly. It’s important for an executive to approach their compensation in the same way they might

Read More »
An infographic by SYM Financial Advisors shows long-term incentives among the 250 largest companies in the S&P 500 index for 2021. Three trophies indicate: Stock Options (54%), Restricted Stock (65%), and Performance Awards (92%).

Why Corporate Executives Need Specialized Financial Planning

October 6, 2022

While the compensation structure of a corporate executive is definitely one of the perks of rising in the ranks, the vast complexities of the modern executive compensation package also leave the door open for missteps around every corner. Many freshly minted executives want to keep managing their personal income, retirement, and tax preparation, because that’s the way they’ve been doing it for years. But tap a longtime executive on the shoulder for a piece of

Read More »
A person in a suit is holding a cardboard box filled with office supplies, including folders, a pen holder, and a few other items. In the background, another person is sitting at a desk. The scene suggests the individual may be exiting corporate life.

Life 2.0: Post Pandemic Financial Considerations When Exiting the Corporate Life

August 24, 2022

If you’re a C-suite executive who plans on exiting the corporate life, you may want to take your foot off the proverbial accelerator. While visions of sipping a margarita by the beach alongside your loved ones may be filling your daydreams, we also know you’d like the peace of mind that financial security brings when you do make your departure. Before making life-altering decisions like retirement or career changes, you’ll want to make sure your

Read More »
A man in a dark, patterned shirt looks down while walking outside a building, holding a laptop or briefcase. In the background, a woman with red hair is talking on her phone near the building's entrance, possibly discussing succession planning. The scene appears business-oriented.

Things to Consider When Selling Your Business

August 16, 2022

When you’ve run a business for many years, its day-to-day operations consume the lion’s share of your attention and focus—as they should. There’s always life after business, though, and it can be hard to find the time to consider how and when you’d like to transition out of ownership, much less how you’d like that transition to look. Do you have plans to keep your company in the family or sell it to employees? Are

Read More »

Podcasts

CIO Corner

Topics

Book a Meeting

No cost. No obligation.
An exploratory discussion with an advisor.
Click Here