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Green street signs against a blue sky with white clouds. One sign reads "TAX SEASON," and the other sign, hinting at a necessary tax review, reads "AGAIN.

Tax Review- Are You Prepared?

February 13, 2020

Once again, the inevitable April 15th tax deadline is approaching. Take some time to consider how the following items may apply to your tax situation before submitting your 2020 return. A quick tax review could save you money. Tax Review Checklist Consider the impact of the following before filing your taxes. Realized Gains & Losses Form 1099-B reports your gains and losses for the year. This comes from your account custodian (Schwab, Fidelity, National Advisors

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Paul Dornbier earns 2019 Standing Ovation Award

February 6, 2020

FORT WAYNE, IN – SYM Financial Advisors is pleased to announce Paul Dornbier, CFA®, CAIA®, as the recipient of SYM’s annual Standing Ovation Award.  Each year, the Standing Ovation Award recognizes a single member of SYM’s team for the relentless pursuit of excellence in their work. Dornbier is a Senior Investment Analyst and member of SYM’s Investment Committee. Dornbier holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst credentials, two of the world’s most

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Brad Duling earns 2019 President’s Award

February 6, 2020

SYM FINANCIAL ADVISORS ANNOUNCES PRESIDENT’S AWARD RECIPIENT Midland, MI – SYM Financial Advisors is pleased to announce Brad Duling, CFP®, as the recipient of SYM’s annual President’s Award. SYM’s Board of Directors presents this prestigious award annually to the company’s most valuable player. Duling joined SYM in 2011 and holds a Bachelor of Science degree from Central Michigan University. A Certified Financial Planner™ designee, he works as a Senior Financial Advisor and principal while leading

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Shane Bradley, a man with short, dark hair wearing a blazer over a checked shirt, looks directly at the camera. The background is out of focus, placing emphasis on his face and attire.

Shane Bradley earns 2019 Client First Service Award

February 6, 2020

Midland, MI – SYM Financial Advisors is pleased to announce Shane Bradley, CFP®, MS, as the recipient of SYM’s Client First Service Award.  Each year, the Client First Service Award recognizes a single member of SYM’s team for exemplifying the core values that drive the success of the organization: serving clients uncommonly well and building relationships of trust. A Certified Financial Planner™ designee, Bradley works for SYM in the role of Financial Planner. He earned

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Four people are gathered indoors around a counter, engaging in conversation and looking at some documents. They appear to be in a lively discussion, with one person in the center expressing surprise or excitement while holding up a HIPAA form. Other individuals can be seen blurred in the background.

Do you have a HIPAA Form or Health Care Proxy for your Adult Child?

January 29, 2020

As parents, we guide, care for, and protect our children. We make informed, researched, and well-intentioned medical decisions and protect their health and well being. But on their 18th birthdays, they legally become strangers, off-limits to us from a medical and legal perspective. Without a HIPAA form or Health Care proxy, we no longer have access to their medical information. It also keeps us from guiding their care. Not being able to order refills of

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A smiling woman with a bun hairstyle holds a blue piggy bank in one hand and points at it with the other. Dollar bills are falling around her, suggesting an abundance of money or savings, possibly from reduced child tax liability. She wears a light purple shirt and stands against a muted background.

Q & A on Child Tax Liability

December 6, 2019

Once upon a time, high-income families could reduce their tax burden by shifting income to their children. Many took advantage of this loophole by putting investments in their child’s name to reap the benefits of their lower tax rate. Then, the kiddie tax was introduced in the mid-1980s, and increased the child tax liability. The new regulation taxed the passive income of children under age 17 based on the parents’ marginal tax rate, with some additional

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