Alternative Minimum Tax and Capital Gains Tax
March 17, 2015
While there are a seemingly endless variety of taxes that local, state and the federal government imposes on citizens, here are two taxes that are worth a quick description because these may impact you directly….
10 ways business owners can save money on taxes
January 5, 2015
With 2014 behind us, income taxes are on our minds right now. There is little we can do to reduce our tax liability for last year (except setting up an IRA and making contributions by…
6 Ways to Save Money on Taxes
December 10, 2014
Whether you are a business owner or simply want to save money on taxes, here are some ways you can reduce your tax liability this year: Reduce your taxable income by making contributions to a…
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Synergy: A Holistic Approach to Financial Planning
August 28, 2013
At Synergetic Finance, we take a holistic approach to financial planning. You’re probably wondering what we mean by that. Often, we hear “holistic” when talking about health and well-being. We use the term holistic in…
Our Team Approach
February 22, 2013
Your income and savings come from a variety of sources – employment income, social security, IRAs, annuities. The same should be true of your financial team. We recommend that you work with a team of…
You're changing jobs - what happens to your 401(k) plan?
December 17, 2012
Imagine this scenario. After 10 years with the same company, you’ve been laid off. You’ve accumulated $25,000 in your 401(k) plan over time, and you’re not sure what to do with the money. You have…