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Wealth Planning

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The IRS logo printed on a card against a U.S. flag background with “2024 Limits” overlaid, presented by SYM Financial Advisors, a commission-free fiduciary.

2024 IRS limits announced

November 3, 2023

The IRS recently announced 2024 limits affecting retirement plans and other qualified savings vehicles. The amounts have increased in almost all categories.  You will see the changes in bold in this quick reference.  For advice on tax planning, contact a SYM advisor. 401(k) Related Limits 2024 2023 401(k) Elective Deferrals $23,000 $22,500 401(k) Catch-up Contribution $7,500 $7,500 415 Annual Additions Limit $69,000 $66,000 Annual Compensation Limit $345,000 $330,000 Social Security Wage Base $168,600 $160,200  

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Graphic promoting the EmpowHer podcast, episode 8, Pets, hosted by Michelle Hipskind for SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Ensuring Your Pets are Cared For After You’re Gone

October 5, 2023

In this quick but packed full of information episode, Michelle discusses the importance of including plans for your pets in your estate planning. Many households now have companion animals, so it is crucial to consider what will happen to dogs, cats, or other pets if their owners become unable to care for them or pass away. Michelle recommennds speaking with your estate attorney about setting aside funds and establishing guardians for your pets. She also

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Headshot of Michelle Hipskind next to text reading “SYM Financial Advisors EMPOWHER Financial Prowess for Women, Hosted by Michelle Hipskind, EP 7 SECURE Act.”

Understanding Hidden Nuggets within the SECURE Act

September 21, 2023

We have a quick tactical nugget for you on this latest episode of the EmpowHER podcast. In this episode, Michelle Hipskind focuses on dissecting the changes brought about by the 2019 SECURE Act, with particular emphasis on the elimination of the “stretch IRA,” which imposes a 10-year limit for withdrawals for those inheriting IRA accounts. However, the podcast also sheds light on exceptions like qualified charitable distributions for beneficiaries close to 70 and a half years old.

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Podcast cover art for Executive Decisions featuring a portrait of guest Dennis McKeever, a commission-free fiduciary at SYM Financial Advisors.

Insight on Risks, Rewards, and the True Measure of Wealth with Dennis McKeever

September 12, 2023

Dennis McKeever has a bachelor’s degree in chemistry from the University of Pittsburgh along with a PhD in physical chemistry from the University of California, Irvine. Dennis retired from Dow Chemical after a thirty-year career where he primarily served as a senior manager in Research and Development.   However, he also had two business management experiences – first as the manager of the Chemicals business for Latin America and subsequently as the VP for the

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A smiling man in a blazer above the text “The Owner’s Corner, Ep 16, Melissa Wolf,” presented by SYM Financial Advisors.

Navigating the Maze of Charitable Giving and Trusts with Melissa Wolf

August 22, 2023

Melissa Wolf, CPA joined Baden Gage & Schroeder, LLC in 2012 with over seven years of tax experience specializing in gift, trust and estate planning. She directs tax engagements for clients with personal income, fiduciary income and gift tax service needs. Melissa has extensive experience in assisting clients with the formulation of retirement and estate plans. Melissa joins me for a powerful conversation spanning various topics, from Melissa’s diverse journey to becoming a CPA, to

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Hands cupped holding a pile of copper coins and a note labeled “College Fund” for SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Financial Planning for College

August 10, 2023

Are you planning to help your children with getting a degree someday? Financial planning for college has become a big priority for many American households. However, with education expenses on the rise, the total price tag may be much larger than you think. The average cost of attending a public college is $27,940 for in-state students, $45,240 for out-of-state students, and $57,570 for a private school per year.[1] For students seeking to earn a bachelor’s degree,

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