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  3. February 2018

February 2018

Smart Taxes: Roth IRA

Submitted by SY Financial Group on February 21st, 2018

Without fail as Tax Day approaches every year, the mind whirls while you check boxes and fill in numbers about everything you could have, should have, would have done to save more money on taxes. Could you have saved more? Invested better? Been smarter at charitable giving? Probably.

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Will Retirement Investors Tolerate the Next Big Downturn? The Case for Fixed Indexed Annuities

Submitted by SY Financial Group on February 21st, 2018

No one can predict with any degree of certainty when the next market correction or bear market will occur, or how long it will last. What we do know is that, at eight years and counting, the current bull market has lasted twice as long as the average bull market.

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How to Choose a Life Insurance Agent

Submitted by SY Financial Group on February 21st, 2018

Buying life insurance usually starts with trying to determine how much and what type you should buy. You will probably need some help making those decisions, so following is some insight on how to choose an agent who can help you make a smart life insurance buying decision.

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Video: How to Choose the Right Investment Advisor

Submitted by SY Financial Group on February 21st, 2018

When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile.

 

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