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.
How Income Taxes Work
A quick look at how federal income taxes work.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
What’s the deal with your yearly free credit report?
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Why are 401(k) plans, annuities, and IRAs so popular?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Recent changes in estate tax laws could affect the strategy you have in place.
Around the country, attitudes about retirement are shifting.