Building Financial Success:
Top 10 Financial Planning Considerations for STEM Professionals
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Blog

Notebook containing dates with a pen
David Uhlmann | Dec 28, 2023

A Year of Resilience and Growth in the Face of Challenges

As we wrap up another eventful year, it's a tradition to pause and reflect on the past twelve months. It's a time to celebrate successes, learn from setbacks
Read More
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
Read More
Couple walking in a field with the ocean in the background
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.
Read More
Man sitting on bench in park
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. 
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Grandmother with child
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
Read More
Toddler standing at the bottom of a stone staircase
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.
Read More
Two elderly people sitting on a bench looking at the sea
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
Read More
Close up portrait of child giving two thumbs up
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

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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
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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
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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
Read More
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
Read More

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Synergos Advisory LLC

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