Understanding Today’s Financial Environment
Welcome, I’m George Syme, CRPC® a financial consultant in Orlando, Florida. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (407) 718-0692.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How will you weather the ups and downs of the business cycle?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Smart investors take the time to separate emotion from fact.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here are five facts about Social Security that might surprise you.