Wealth Planning

Dealing with the Rising Cost of Healthcare and other Risk Planning

April 25, 2023

Planning for contingencies is so much a part of day-to-day life we forget we even do it. Like keeping a spare tire in the trunk or band aids in the medicine cabinet – just in case. Those of us who drive have car insurance, most of us have healthcare coverage, and either home-owner’s insurance or a renter’s policy. We understand, and even hope, that we never use the insurance and are willing to pay the

The Magic of Cash Flow Planning

April 6, 2023

What is Cash Flow? During our working years, we earn wages from our employers, or profits from our businesses. It’s relatively straightforward to identify the money that comes in, the money that goes out and what’s left over each month. Ideally, that leftover amount accumulates and can be invested for spending in the future. This is cash flow. What happens to future cash flow when we stop working? What happens when the sense of security

What Exactly, is a Financial Plan?

March 31, 2023

The words Financial Plan carry a lot of weight. For some, they conjure images of dusty binders full of complicated, unintelligible charts and tables wasting space on a closet shelf. Others consider them a mysterious tool used only by the wealthy elite. And while there may have been some truth to that a few decades ago, nothing could be further from the truth today. Advancements in the industry along with huge strides in capability have

Working Together in a Family-owned Business and a Family-founded Nonprofit with Denny and Kim Fuller

March 28, 2023

Denny and Kim Fuller are the former owners of Little Crow Foods, a food company established in 1903. Denny and Kim became the fourth-generation owners of Little Crow Foods after acquiring it in 1983 and managed its operations until the company’s exit from the food industry in 2012. They have been volunteering their time and entrepreneurial skills to the Humanity and Hope United Foundation following the sale of Little Crow Foods. Founded by Denny and

The Legacy Dan Wheeler Left Us and Why it Matters to You.

March 20, 2023

Are you familiar with the butterfly effect, or how small actions can have big, often unexpected ripple effects? The classic example (and its name source) is a butterfly flapping its wings in one locale altering the air pressure just enough to generate a tornado halfway around the world. Next question: Have you ever heard of Dan Wheeler? Unless you are an independent, fee-only financial advisor, you probably don’t know this unsung hero. But despite his

Tactical Stock Options: Where Should You Invest in the Coming Year?

March 7, 2023

Stock season is upon us, but what does that mean? It’s the time of year when many executives receive compensation in the form of stock options, incentive stock, restricted stock, or performance stock. Here at SYM Financial, we work with some of the best executives, and we have a quick word of advice we want to share in preparing for stock season. You’ve spent the previous year making decisions for your company’s bottom line, and

Dealing with the Rising Cost of Healthcare and other Risk Planning

The Magic of Cash Flow Planning

What Exactly, is a Financial Plan?

Working Together in a Family-owned Business and a Family-founded Nonprofit with Denny and Kim Fuller

The Legacy Dan Wheeler Left Us and Why it Matters to You.

Tactical Stock Options: Where Should You Invest in the Coming Year?

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