Show your love this Valentine’s Day with financial planning
February 11, 2014
We know that financial planning doesn’t sound very romantic, but taking care of your family is one of the most loving things you can do. By planning ahead for your financial future, you can take the…
Synergy401k.com is live!
October 27, 2013
We are excited to announce that our newest site, Synergy401k.com, is now live! At Synergetic Financial Management, we’ve always specialized in 401(k) plans, but we needed a better way to explain this complex retirement planning…
Case Study: Bob Parker hates his retirement plan
April 17, 2013
Bob Parker, a Seattle business owner who owns two companies with hundreds of employees, came to us recently to tell us he hated his retirement plan. Bob had purchased a 401(k) plan from another firm…
SIMPLE 401(k) Plan Basics: What You Need To Know
December 27, 2012
In our last blog post, we explained what a SIMPLE 401(k) plan is, how much an employer can contribute, why to adopt a SIMPLE 401(k), etc. In this post, we’ll cover some additional details that…
Types of 401(k) contributions
November 5, 2012
Last week, we explained the basics of 401(k) plans and how employees can use them as savings vehicles to accumulate wealth for retirement. In addition to contributions made by employees, also called salary deferrals, there…
GAP Analysis for Business Owners: Step 1 - Assessment
April 13, 2011
A GAP analysis is a technique to help you, the business owner, assess where you are, where you want to be, and the distance in between. In general, there are three basic steps to a…
