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Wealth Planning

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Leveraging your health plan for growing wealth

August 7, 2026

HDHPs and HSAs: A Powerful Combination for your Healthcare and Long-Term Wealth  Healthcare costs continue to rise, making it more important than ever to choose a health plan that aligns with both your medical needs and your financial goals. While High-Deductible Health Plans (HDHPs) are often viewed simply as a way to lower monthly insurance premiums, they can also unlock access to one of the most tax-efficient savings vehicles available: the Health Savings Account (HSA).   For individuals and families

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Should I Pay Off My Mortgage Before Retiring?

June 30, 2026

QUICK ANSWER For most pre-retirees, paying off your mortgage before retirement often reduces your fixed monthly costs, simplifies cash flow, and lowers the risk that a market downturn forces you to sell investments at the wrong time. It is not always the right call. If your mortgage rate is below your expected portfolio return, your liquidity is limited, or you would have to draw from tax-advantaged accounts to do it, keeping the mortgage may leave

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SYM Services

June 9, 2026

We believe it is important that your financial advisor provides guidance on your whole financial equation.  We believe you get the best possible advice when you are advised on the whole picture of your financial reality and goals because so many interwoven factors can impact your outcome.  That is why SYM Financial Advisors digs into more of the picture than investments alone. We have put together a list of the services we provide to show

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How to have confidence in your financial future when investing.

January 5, 2026

Disclosure: This material is not financial advice, an offer to sell, or a solicitation of an offer to purchase any security managed by SYM Financial Corporation (“SYM”). The opinions and assumptions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More

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2026 IRS limits announced

November 14, 2025

NOTE: If you are viewing this on a mobile phone, turn your screen horizontally to align the columns. The U.S. Government is finally open again and the IRS announced 2026 limits affecting retirement plans and other qualified savings vehicles. You will see the changes in bold in this quick reference.  For advice on tax planning, book time with a SYM advisor. Contribution Limits 2026 IRA Contribution IRA Catch-up Contribution 401(k) Elective Deferrals 401(k) Catch-up Contribution

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