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Empowering Homeownership: Navigating Mortgages and Market Trends with Tina Bennett

In this episode featuring special guest Tina Bennett from Hallmark Home Mortgage, they delve into the intricacies of mortgage debt, discussing factors like interest rates, refinancing, and the importance of seeking guidance from a mortgage professional. Through an insightful conversation and practical advice, this episode empowers people to make informed decisions about their finances and homeownership. About our guest, Tina Bennett: Tina Bennett is a seasoned professional with over 20 years of experience in the

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A man in a business suit with short, gray hair smiles at the camera. Text reads "Tim Early, CEO DreamOn Group" and "SYM Financial Advisors Executive Decisions, A Podcast for Business Leaders in the Medical Device Industry" on a green and purple background.

From Pacemakers to Entrepreneurship: Navigating the Medical Device Industry with Tim Early

In this episode: In this episode of Executive Decisions, guest hosted by Seth Whicker, guest Tim Early, CEO of DreamOn Group, shares his insightful journey from an early career decision to move from New York to Florida, leading to a pivotal role in the medical device industry with Cordis Corporation. Tim reflects on his educational transitions, notably from West Point to Rochester Institute of Technology, and his shift from accounting to packaging engineering, emphasizing the

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A piggy bank sits atop a stack of books on the right, while wooden blocks on the left spell out "FAFSA" vertically. The background is neutral, contrasting with the books and blocks, hinting at upcoming FAFSA changes.

10 Main Changes to FAFSA

Dreading the FAFSA this year? Things just got better. You may have heard that the federal Student Aid office revamped its FAFSA form.  This is the Free Application for Federal Student Aid, and it has historically been a doozy to complete.  It has been intimidating, so much so that many have chosen not to complete it, potentially missing out on significant financial aid. Changes were made to the 2024-25 FAFSA form in an effort to

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A man with short gray hair and wearing a blue suit and white shirt is smiling at the camera. Text on the image reads "SYM Financial Advisors," "The Owner's Corner," and "Tim Early, CEO DreamOn Group." Ideal for business owners seeking expert advice.

Packaging Unwrapped: A Journey through the Medical Device Industry with Tim Early

In this episode of the Owner’s Corner, host Seth Whicker welcomes Tim Early, CEO of DreamOn Group, for a deep dive into his entrepreneurial journey. Tim’s story begins with a move from upstate New York to Florida, marking the start of his career in the medical device industry. His narrative is not just about career choices but also highlights his entrepreneurial spirit. Tim shares candid insights into his early attempts at starting several businesses, discussing

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What happens to your cell phone if something happens to you?

Imagine losing your cellphone. In an instant, contact information for everyone you know is gone. Thousands of pictures and other important information are locked away in thin air. Multi-factor authentication no longer works on many of your important accounts because you don’t have the phone that can receive the text/email/pin. If you are lucky, you have a backup plan that puts you back in operation in a day or two. What if a person dies

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Leslie Friedel, Chief Executive Officer of Stillwater Hospice, smiles in a blue top. The image features the SYM Financial Advisors logo and a green banner with the word "EmpowHER," highlighting her commitment to palliative care.

What You Should Know About the Messy Middle of Life Limiting Illnesses

We live longer but our capacity is diminishing and in practical care giving it’s not always clear who is making the decisions from day-to-day. As a financial advisor, I work with clients everyday who live in the gray space with their loved ones.  This is the messy middle, where caring for those who are perfectly capable one day, but then slowly diminishing the next, is a confounding effort. I am always encountering professionals who enlighten

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