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Business Owners

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Top 3 Ways Your Company’s Retirement Plan Could Save You Money

February 2, 2026

If You’re Looking at It the Right Way Most organizations think of their employer‑sponsored retirement plan as an obligation: a box to check, a cost to absorb, or a compliance headache to get through each year. But the truth is this: when strategically designed and properly supported, your company’s retirement plan can become one of the strongest financial tools you have in your control for retaining top talent, improving culture, and strengthening long‑term profitability. Here

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Picture of two middle aged men in suit coats with the question that reads Does Your Retirement Plan Stack Up?

Does Your Company Retirement Plan Stack Up?

January 5, 2026

https:// In this episode of the SYM Financial Podcast, we talk openly about how important it is to approach retirement plan features like loans and withdrawals with caution. While they can be helpful safety nets in tough times, we encourage you not to see them as a way of life or an easy fix. The real key is to keep planning, stay informed, and work with advisors who understand your unique situation. We’ve seen people

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Picture of two middle aged men in suit coats with the question that reads Does Your Retirement Plan Stack Up?

Does Your Company Retirement Plan Stack Up?

November 12, 2025

  In this episode of the SYM Financial Podcast, we dive into how retirement planning has evolved, especially with the rise of automation like automatic enrollment. We see how it’s made saving easier and boosted participation—people are saving more without even having to think too hard about it. But we also talk about how nothing replaces a real conversation—about your goals, risks, and what’s best for your personal situation. We touch on recent changes from

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image shows icons that depict the highlights of the OBBBA

The One Big Beautiful Bill Act (OBBBA): What You Need to Know

July 18, 2025

The New Bill – The OBBBA. We know it legally as H.R.1. This U.S. federal statute was signed into law on July 4, 2025 and is also known as The One Big Beautiful Bill Act.  It introduces sweeping tax and financial changes aimed at simplifying deductions, supporting families, and incentivizing education and business growth. The impacts are nuanced, client specific, and may be subject to income limitations, but you can expect SYM Financial Advisors to

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Deadline for Business Owners to Consider

November 25, 2024

As 2024 comes to a close, remember the January 1, 2025 deadline to file your Beneficial Ownership Information (BOI) report with FinCEN is also coming due for some businesses. See below for the more highly relevant information we have summarized to help you understand whether you may be affected. WHAT IT IS The new beneficial ownership information reporting requirement is part of the U.S. government’s efforts to make it harder for bad actors to hide

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Image of Scott Holmes owner of PivotPoint

The Entrepreneur’s Path: Scott Holmes on Growth, Risks, and Retirement

June 4, 2024

In today’s episode of the Owner’s Corner Podcast, host Seth Whicker is joined by Scott Holmes, founder of ABI Attachments and Managing Partner at PivotPoint Company. Scott shares his journey from starting ABI Attachments to his current role in merger and acquisition work with PivotPoint. He discusses the importance of having a strong team, the challenges business owners face in preparing for sale, and the value of investing in infrastructure and strategic partnerships. Throughout the

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