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Wealth Planning

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Advice for those in the military considering their investment plan

October 23, 2025

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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Man in a word bubble with his hands together in. Captions reads "Andy's Insight" explanation

Best Financial Advice Learned from School

October 23, 2025

What’s the best financial advice that you learned in school? SYM Chief Investment Officer Andy Popenfoose answers may surprise you. Disclosure: 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 information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2 or Form CRS, which is available upon request.

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A glass jar filled with coins and a few bills, labeled "Charity" with a red heart above the letter "i", stands on a wooden table—a humble testament to charitable giving.

Strategic Charitable Giving: A Smart Way to Give Back and Save on Taxes

October 22, 2025

Charitable giving isn’t just about generosity—it’s also a powerful financial strategy. Whatever your passion, there are several ways to support the causes you care about while optimizing your tax situation. Here’s a breakdown of the most effective charitable giving methods and how they can benefit you. Cash or Check Donation This is the most straightforward way to give. Contributions to public charities are: Deductible up to 60% of your Adjusted Gross Income (AGI) Excess contributions

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A bar chart titled "How Far Have You Gotten in Creating a Will?" illustrates percentages for various stages: talked to a loved one (20%), researched online (11%), wrote basic plan/estate plan (7%), consulted a lawyer (3%), filed paperwork (2%), notified loved ones/chose executor (5%), not started (61%). Many still fall prey to estate planning myths. Source:

Five Estate Planning Myths Debunked

October 16, 2025

Estate planning isn’t just for the wealthy or retired, it is for anyone who wants to protect and direct what matters to them. It can be easy to push these plans off into the future, but setting aside time now to get these items squared away can provide peace of mind for yourself as well as your loved ones. Here are some common misconceptions about estate planning along with an explanation of why they are

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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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picture of a middle aged woman with light brown shoulder length hair and glasses a top her head. She is wearing a green sweater with a white collar.

Everyone Needs a Financial Plan

May 27, 2025

Recently SYM Financial Advisors’ very own Michelle Hipskind spoke with Business People Magazine. In her interview she outlines 5 steps to a solid, flexible plan that can make (or break) your financial future. Here are the basic steps to an effective financial plan.   Step 1: Realize You Need Help You can’t know what you don’t know. There will come a time when you’ve amassed sufficient funds through hard work or possibly inheritance, started or

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