SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.

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Floor-to-ceiling wooden bookshelves filled with books in the office of SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Leveraging your Donations with Scholarship Granting Organizations (SGOs)

November 4, 2022

If you live in a state that supports Scholarship Granting Organizations (SGO) and some portion of your charitable giving is directed to K-12 private schools, you could have the makings for a beautiful partnership. Seventeen states now offer scholarship tax credit programs that allow both individuals and corporations to earn additional tax credits as a result of their gifts. One success story can be found in the state of Indiana. In its first ten years

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3 Common Mistakes in Establishing a Trust

September 20, 2021

Have you been considering establishing a trust as part of your estate plan? Trusts are often overlooked and under-appreciated in the big picture of estate planning. Most people focus on a will, yet wills are not a silver bullet. They are simply an estate planning tool, which means that they have a clear purpose and some limitations. The function of a will is to tell the executor of your estate how you’d like your assets

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A young woman smiles while sitting on a park bench next to an older man holding a walking cane, representing the approach of SYM Financial Advisors.

Planning for the Cost of Life Care

September 7, 2021

Are you prepared to cover the cost of elder care for yourself or your loved one? As the costs of medical care and other related expenses continue to rise, this is an important conversation to have — inside of your own family, and with your financial advisor. What can you expect to pay? According to Genworth, the median cost of in-home care is $54,912 per year. If you have to go to a nursing home,

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: two paper cut-out figures holding hands over a one-hundred-dollar bill, representing SYM Financial Advisors.

The new Child Tax Credit. What is it all about?

July 16, 2021

The American Rescue Plan Act (ARPA) of 2021 expanded the Child Tax Credit and introduced some unique changes.  You likely have heard about this lately in the news or from your accountant. This outline provides direct links to IRS information, a breakdown of and how it may affect you. Does the Child Tax Credit change give me more money? One key feature of the ARPA is the credit amounts have increased for the 2021 tax

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SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A single blue puzzle piece labeled “Life insurance” being placed into a white puzzle by SYM Financial Advisors to complete the picture.

What Is Life Insurance, and Do You Need It?

April 30, 2021

Life insurance is a sensitive topic. Nobody likes to sit down to discuss their mortality, but it is a conversation every responsible person should have. Life insurance can provide financial protection in the event a family member passes. There are many types of life insurance that could be considered for various stage of life, from birth to death. Who Needs Life Insurance? Life insurance can be a vital piece of a solid financial plan, particularly

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A young girl drops a coin into a blue piggy bank as an older woman from SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, watches and smiles.

Roth IRA for Kids: Benefits, Eligibility, Investing

April 22, 2021

Here at SYM, our team gets lots of questions from clients about Roth IRA for kids. In fact, we have discussed the benefits of opening a custodial Roth IRA for the next generation before and covered the pros and cons in a separate article. Still, we wanted to take an in-depth look at some of the strategies for optimizing a Roth IRA for children. First things first. A “Roth IRA for kids” is a Roth

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