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Stay abreast of the stories and headlines that impact you. Check out the latest news about Synergy Financial Services and other topics of interest.

A warning as you get ready to file your taxes: scammers may have their sights set on your refund! Financial professional Jason Laux talked with NightTalk about the steps filers should take to protect their refund and their identity.

  1. File Early
  2. Watch for Red Flags
  3. Be Secure
  4. Adjust Your Withholding
Click here to report a suspicious email to the IRS.
Click here if you believe you are a victim of Tax ID Theft.

Parents should be discussing family finances with their adult children. Financial professional Jason Laux talked with WKBN about how to start that conversation and what topics should be covered:

  • Estate Plan
  • Healthcare
  • Income & Expenses
  • Financial Records

Click here for a checklist of important financial information that you should make sure to discuss with your adult children.  Remember, knowledge now will prevent headaches later.

There’s more to do than plan your New Year’s party - the final months of the year are an important time to take a good look at your finances. Financial professional Jason Laux talked with WKBN about five smart money moves to make before December 31st that will help your finances in 2018 and beyond!

  1. Prep For Tax Season
  2. Reduce Your Tax Bill
  3. Set Your 2018 Financial Plan
  4. Convert to a Roth IRA
  5. Check Your Insurance

Click here for a life insurance calculator

Jason had the honor of appearing on PCNC’s Night Talk with Ellis Cannon last week to talk about retirement.

Are you on track for a secure retirement or in danger of falling short? It’s a tough question to answer when you’re still decades away from retiring. Our financial professional Jason Laux talked with WKBN about guidelines that are designed to help savers stay on track throughout their careers:

  • Age 30 | 1x annual salary
  • Age 35 | 2x annual salary
  • Age 40 | 3x annual salary
  • Age 45 | 4x annual salary
  • Age 50 | 6x annual salary
  • Age 55 | 7x annual salary
  • Age 60 | 8x annual salary
  • Age 67 | 10x annual salary

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The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser (“GFPC”). SEC registration does not imply a certain level of skill or training. Securities offered through GF Investment Services, LLC, Member FINRA/SIPC. (“GFIS”). Synergy Group Inc., GFPC and GFIS are not affiliated entities. One or more individuals at Synergy Group, Inc. are registered as investment adviser representatives of GFPC with certain state securities divisions. The[se] investment adviser representative[s] receive[s] compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Synergy Group Inc. clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found at GFPC’s separate website at http://gf-pc.com or within GFPC’s Form ADV Part 2A Brochure (also available on GFPC’s website) (the “Brochure”). One or more individuals at Synergy Group Inc. are registered representatives of GFIS and receive[s] compensation in exchange for the purchase or sale of securities.

In addition to providing certain investment advisory services on behalf of GFPC as described on GFPC’s separate website or Brochure or engaging in certain brokerage services as registered representatives of GFIS, individuals associated with Synergy Group Inc. and the Synergy Group Inc. itself may provide or offer to its clients certain other products or services outside GFPC’s supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Synergy Group, Inc. and are not endorsed, provided, offered or supervised by GFPC or its affiliates.

This website (and its content within) is hosted and updated solely by Advisors Excel, an independent, third party entity that is not affiliated with or controlled by either GFPC or GFIS. As such, neither GFPC nor GFIS controls this website or is responsible for the views and opinions contained herein. GFPC and GFIS make no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and do not recommend or endorse any specific information herein.

This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or investment advisory or other services by GFPC or GFIS. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security. An investment in a product or service described herein may not be suitable for all investors and should only be made on the basis of the relevant offering documents and their terms and conditions. If you base a decision on information contained on this website, you will be solely responsible for that decision. You should obtain relevant and specific professional advice before making any investment decision.