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brown concrete building during daytime by Tomas Eidsvold courtesy of Unsplash.

David Uhlmann | Nov 17, 2023

ETFs or Index Funds – Which is Better for the Passive Investor?

Finance

Investments

ETFs and index mutual funds are emerging as the investment of choice for investors who are discovering the virtues of passive investing. Not surprisingly they

David Uhlmann | Oct 29, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments

Retirement

Savings

Estate Planning

Risk Management

If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.

David Uhlmann | Oct 5, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle

Finance

Retirement

Real Estate

Tax Planning

Would you enjoy your retirement more in the U.S. or abroad? That’s not an easy question to answer, and the right answer is different for everyone.

David Uhlmann | Sep 22, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning

Estate Planning

The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could

David Uhlmann | Aug 11, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments

A gap analysis can help you see if you’re still on track to pursue your financial goals.

David Uhlmann | Jul 10, 2023

Seven Key Tips for Planning Elder Care

Family

Lifestyle

Retirement

Health

Disability

Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the

David Uhlmann | May 24, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance

Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

David Uhlmann | May 12, 2023

Maximize Your Savings: Backdoor Roth IRA and 401(K) Conversion Strategies

Retirement

When it comes to retirement savings, most people are familiar with traditional 401(k) plans and IRAs (Individual Retirement Accounts). However, there are two

David Uhlmann | Apr 27, 2023

The Rule of 55: What You Need to Know

Retirement

Employer

If you're planning to retire early, you may have heard of the Rule of 55. This rule can help you avoid penalties for withdrawing funds from your retirement

David Uhlmann | Apr 13, 2023

Washington State's New Capital Gains Tax Explained: What You Need To Know

Taxes

Capital Gains

Tax Planning

Tax Loss Harvesting

Washington state's recent adoption of an excise tax on capital gains has sparked much discussion and controversy. This tax is expected to generate millions of

David Uhlmann | Mar 22, 2023

The Key to Cybersecurity

Technology

Cybersecurity

Account Protection

Cybersecurity is an increasingly important concern in today's digital world. With more and more people relying on digital devices and services to manage their

David Uhlmann | Feb 17, 2023

Bubbles

Investments

Investment bubbles occur when asset prices rise to levels that are not justified by their underlying fundamentals. Bubbles can form in any asset class

ETFs or Index Funds – Which is Better for the Passive Investor?

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

5 Amazing Places to Retire Outside of the U.S.

IRS Changes Inheritance Rules: Protecting Your Legacy

Investment Strategy: Where You Are Now vs. Where You're Headed

Seven Key Tips for Planning Elder Care

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Maximize Your Savings: Backdoor Roth IRA and 401(K) Conversion Strategies

The Rule of 55: What You Need to Know

Washington State's New Capital Gains Tax Explained: What You Need To Know

The Key to Cybersecurity

Bubbles

Synergos Advisory LLC

**Depending on the client needs and desires for estate planning document review, preparation, or updates, Synergos Advisory LLC (“Synergos”) will engage with Trust & Will, a third-party scrivener service, or estate planning attorneys. Synergos does not provide legal advice.

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