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Should I Pay Off My Mortgage Before Retiring?

QUICK ANSWER For most pre-retirees, paying off your mortgage before retirement often reduces your fixed monthly costs, simplifies cash flow, and lowers the risk that a market downturn forces you to sell investments at the wrong time. It is not always the right call. If your mortgage rate is below your expected portfolio return, your […] from SYM Financial Advisors – https://www.sym.com/should-i-pay-off-my-mortgage-before-retiring/ via SYM Financial Advisors
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SYM Financial Advisors’ Investment Philosophy

What sets SYM Financial Advisors’ investment philosophy apart from others? Asset allocation that provides opportunity for growth and provides important cash flow at the same time. Learn more in this video! https://youtu.be/ql7JGibU8D0 from SYM Financial Advisors – https://www.sym.com/sym-financial-advisors-investment-philosophy/ via SYM Financial Advisors
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Red flags to look for when evaluating your financial service provider.

Are you working with a financial advisor? Learn red flags to identify that can save you from losing on taxes, fees, and more. from SYM Financial Advisors – https://www.sym.com/red-flags-to-look-for-when-evaluating-your-financial-service-provider/ via SYM Financial Advisors
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SYM Services

We believe it is important that your financial advisor provides guidance on your whole financial equation.  It does you little good to have advice on only a partial picture of your financial reality and your goals for your resources because so many interwoven factors can impact your outcome. That is why SYM Financial Advisors digs […] from SYM Financial Advisors – https://www.sym.com/sym-services/ via SYM Financial Advisors
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Advice for Young Job Seekers

This is a key detail that often throws a job applicant out of the running, and it is easily prevented! Chief Investment Officer Andy Popenfoose has looked at hundreds of resumes and applications over the years. It surprises him h many well-educated candidates miss this detail. Disclosure: This material is not financial advice, an offer […] from SYM Financial Advisors – https://www.sym.com/advice-for-young-job-seekers/ via SYM Financial Advisors
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How Does SYM Financial Decide on What to Invest?

SYM’s yardstick for its investment philosophy is to maximize the net-of-cost and tax returns for clients. In this video Andy explains why balance is key and the nuances matter.  Disclosure: This material is not financial advice, an offer to sell, or a solicitation of an offer to purchase any security managed by SYM Financial Corporation […] from SYM Financial Advisors – https://www.sym.com/how-does-sym-financial-decide-on-what-to-invest/ via SYM Financial Advisors
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Understanding Equity-Based Compensation When Facing a Job Change

Common Questions Professionals Ask Us A job change is often a catalyst for financial growth, but it’s also when equity-based compensation can become most confusing and consequential. Equity can be a powerful wealth-building tool, especially later in your career. But when roles change, companies change, or timelines accelerate, equity can just as easily become a […] from SYM Financial Advisors – https://www.sym.com/understanding-equity-based-compensation-when-facing-a-job-change/ via SYM Financial Advisors
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