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.

Women’s Perspective

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Michelle Hipskind, CFP, Principal and Financial Advisor at SYM Financial Advisors.

Everyone Needs a Financial Plan

May 27, 2025

Recently SYM Financial Advisors’ very own Michelle Hipskind spoke with Business People Magazine. In her interview she outlines 5 steps to a solid, flexible plan that can make (or break) your financial future. Here are the basic steps to an effective financial plan.   Step 1: Realize You Need Help You can’t know what you don’t know. There will come a time when you’ve amassed sufficient funds through hard work or possibly inheritance, started or

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Headshot of Saghi Togashi, a High Frequency Vibration Facilitator at Isch Wellness, shown in an EMPOWHER graphic by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

From Nursing to Quantum Healing: A Journey of Compassion and Technology with Saghi Togashi

April 9, 2024

In this episode of EmpowHER, host Michelle Hipskind sits down with Saghi Togashi, a quantum energy and Reiki energy facilitator. Saghi shares her journey from nursing to computer science to holistic healing. After experiencing challenges in the nursing field due to empathy overload, Saghi transitioned to computer science but always harbored a desire to help others. Her path led her to discover a quantum energy device that merged her technological background with her passion for

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Portrait of Tina Bennett, Senior Vice President at Hallmark Home Mortgage, at the SYM Financial Advisors EMPOWHER event, hosted by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

Empowering Homeownership: Navigating Mortgages and Market Trends with Tina Bennett

February 13, 2024

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 smartphone wrapped in metal chains and secured with a padlock, symbolizing the security provided by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

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

January 16, 2024

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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Portrait of Leslie Friedel, CEO of Stillwater Hospice, for the SYM Financial Advisors EMPOWHER program, presented by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

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

December 28, 2023

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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A promotional graphic for a SYM Financial Advisors podcast episode titled “EMPOWHER: Financial Prowess for Women,” hosted by Michelle Hipskind with guest Lindsay Koler. SYM Financial Advisors is an independent, commission-free fiduciary with 55+ years of serving clients.

Strategies for Protecting Your Family with Medicaid Featuring Lindsay Koler

October 25, 2023

This podcast episode discusses Medicaid planning and how it can be used as an asset protection tool rather than just a last resort. Lindsay Koler, an elder law attorney, explains how Medicaid assessments and proper planning can help couples protect their homes and retirement accounts. She emphasizes getting powers of attorney updated and doing Medicaid planning well in advance of needing long-term care.   We look at whether someone needs help with activities of daily

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