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When planning for your retirement, it’s good to know that you don’t have go it alone. A financial advisor can help you to set your financial goals, recommend the right mix of investments for your retirement portfolio, and keep you on track so you will have enough money to live comfortably through your retirement years.
If you are building a nest egg for your retirement, don't overlook a Roth IRA (Individual Retirement Account).
If you want to live comfortably during your golden years, you are going to need a nice nest egg.
Taxpayers should know how new tax laws will impact their filings for 2018.
Most of us dream of hitting retirement age, the age in which we will have the time to do the things we always dreamed of doing. However, an active life is important to both your mental and physical health, and finding ways to stay active after you retire will help you to fill the days.
October 31, 2017
A new survey by Travel Market Report, an online business publication, has published a new survey about retirees who have elected to retire in countries outside the United States. The study reports that an estimated 3.3 million retirees from the Baby Boomer generation have plans to retire overseas.
October 30, 2017
Choosing the right place to retire is not only the fulfillment of the American dream, it is essential to your future. While in the past, it was common for retirees to move to southern destinations in the United States, current trends have more retirees moving overseas. International Living publishes a yearly list of the best countries to retire overseas, taking into account the country’s health care, cost of living, and overall climate
September 28, 2017
So, you’re retiring! You’ve worked your entire life for this exact day, but you’re beginning to wonder, what’s next? Don’t be overwhelmed, take this change of life with stride. Like any upcoming event, set aside the time to plan what you’d like to do during this new chapter. This month, the financial planners at Synergy Group’s are sharing why it’s a good idea to plan for your retirement early.
September 15, 2017
You’ve made it! You are just months from retiring. It’s a time of excitement and elation, and maybe even a party or a well-deserved vacation. You’ve taken all the steps to get here, but have you taken the time to really think about your on-going financial needs post-retirement? While many Baby Boomers aren’t sure they’ll ever retire, the financial advisors at Synergy Group, are offering some tips on you how you too can plan for a comfortable retirement.
August 30, 2017
Ah….retirement! That 10-letter word you’ve waited a lifetime for! And while some people plan on picking up a new hobby or spending more time gardening, you’ve decided to sell your house and move to your dream destination. However, planning your retirement and choosing where to go can be a bit overwhelming. Do you look forward to spending your days relaxing on a sunny beach or are you seeking a more active lifestyle with a view of the mountains? At The Synergy Group, our Financial Planners can help you meet your retirement goals. This month The Synergy Group shares a list of U.S. destinations where we think you’ll get this most bang for your buck.
October 27 2016
OCTOBER 27- The Synergy Group hosted a special event for it's clients and their guests in downtown Pittsburgh, providing a night full of laughs, great food, and great company. Synergy invited 120 clients and guests to Morton's Steakhouse, where they had the opportunity to enjoy a gourmet meal in a comfortable setting and learn more about how The Synergy Group operates.
Synergy Group advisors Jason Laux and Terry Judy engaged with audience, offering important advice on a variety of financial topics and how the 2016 election could affect financial decisions moving forward. Following the brief discussion and the conclusion of the dinner, the clients and guests headed over to Heinz Hall to experience the legendary Carol Burnett on stage.
Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser (“GFPC”). SEC registration does not imply a certain level of skill or training. Securities offered through GF Investment Services, LLC, Member FINRA/SIPC. (“GFIS”). Synergy Group Inc., GFPC and GFIS are not affiliated entities. One or more individuals at Synergy Group, Inc. are registered as investment adviser representatives of GFPC with certain state securities divisions. The[se] investment adviser representative[s] receive[s] compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Synergy Group Inc. clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found at GFPC’s separate website at http://gf-pc.com or within GFPC’s Form ADV Part 2A Brochure (also available on GFPC’s website) (the “Brochure”). One or more individuals at Synergy Group Inc. are registered representatives of GFIS and receive[s] compensation in exchange for the purchase or sale of securities.
In addition to providing certain investment advisory services on behalf of GFPC as described on GFPC’s separate website or Brochure or engaging in certain brokerage services as registered representatives of GFIS, individuals associated with Synergy Group Inc. and the Synergy Group Inc. itself may provide or offer to its clients certain other products or services outside GFPC’s supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Synergy Group, Inc. and are not endorsed, provided, offered or supervised by GFPC or its affiliates.
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