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Uncommon Relationships produce Uncommon Results. What does that mean for an investor?

November 25, 2025

Uncommon Relationships can produce Uncommon Results.   Why is this tagline important to SYM Financial Advisors?  And what does it mean for an investor?   CIO Andy Popenfoose explains how SYM Financial Advisors works to achieve this for clients in this video. Its often the low client to investor ratio that makes the tangible difference. Understanding an investor’s personal needs for cashflow, for today and in the future, impacts the investment selections that will feed

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2026 IRS limits announced

November 14, 2025

NOTE: If you are viewing this on a mobile phone, turn your screen horizontally to align the columns. The U.S. Government is finally open again and the IRS announced 2026 limits affecting retirement plans and other qualified savings vehicles. You will see the changes in bold in this quick reference.  For advice on tax planning, book time with a SYM advisor. Contribution Limits 2026 IRA Contribution IRA Catch-up Contribution 401(k) Elective Deferrals 401(k) Catch-up Contribution

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Life 2.0: Finding Purpose Beyond Retirement

January 7, 2025

In today’s episode of Executive Decisions, host Sarah Delahanty speaks with Todd and Cindy Shinabarger about their inspiring journey of transitioning from demanding careers to what they call “Life 2.0”—a purposeful and fulfilling phase of life dedicated to service and impact. Todd and Cindy share their experiences of stepping into volunteer roles with Operation Mobilization, where their skills in IT and science transformed projects and systems, helping the organization achieve excellence. They reflect on the

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2025 IRS limits announced

November 4, 2024

The IRS recently announced 2025 limits affecting retirement plans and other qualified savings vehicles. New in 2025, you could have a higher catch-up limit of $11,250 in your retirement plan (this is 150% of the normal catchup limit of $7,500) at ages 60, 61, 62, or 63. You will see the changes in bold in this quick reference.  For advice on tax planning, contact a SYM advisor. 2025 2024 401(k) Elective Deferrals $23,500 $23,000 401(k)

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