FINANCIAL SYNERGISTICS
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Insights Library

Staying informed and ahead of the curve within the ever-evolving financial services industry means that we are constantly monitoring  trends, tax and regulatory changes, and options that will benefit you, our valued clients. This library of articles from trusted sources has been compiled with you in mind. Check back regularly as we add articles of interest to help you be more informed, confident, and prudent in your understanding of all that needs to be considered.

Accumulating Wealth Strategies
  • Wealth Accumulation: The Simple Guide to Wealth Building / Invested Wallet
  • How to Build Wealth at Any Age / Dave Ramsey

Advanced Markets
  • ​Private Split Dollar: Applying the Tax Courts Lessons in Levine
Beginning – Financial Planning Strategies
  • 5 Questions Newlyweds Have About Life Insurance
  • 6 Retirement Wealth Strategies to Start Young Finish Strong / Kiplinger
Business Financial Strategies
  • 3 Ways Organizations Can Encourage Employee Retirement Planning
  • 6 Ways to Protect Your Assets / Vistage
  • 7 Business Transition Options / Key Bank
  • Asset Protection for the Business Owner / Investopedia
  • Why Small Business Owners Need Life and Disability Insurance
  • Tax-free Conversion of a Partnership into an S-Corp / Bradford Tax Institute
  • When to Stop Clients from Selling Their Business / Financial Advisor Magazine
Estate Planning
  • Divorce & Estate Planning / NM Law - California
  • Essential Estate Planning Documents / NM Law
  • Life Insurance: The bedrock of estate planning / Insurance News
  • Two-thirds of Americans Don’t Have an Estate Plan Report  / ThinkAdvisors
  • USB Report: Many Investors Aren’t Preparing for Successful Wealth Transfer
  • What is the Difference Between a Will and a Trust / NM Law​
Generational Wealth
  • How to Build Generational Wealth / Smart Asset
  • Portability: What Is It and Why Did It Just Get Better / NM Law
  • 6 Ways to Start Building Generational Wealth for Your Family / GoBankingRates 
  • What Kind of Legacy Do You Want to Leave / Life Happens
  • Rich Investors - Why They Split Inheritances Unevenly / Bloomberg
Life Insurance
  • 4 Life Insurance Myths to Rethink as an Empty Nester / Life Happens
  • Life Insurance for High Net Worth Individuals / Policy Genius
Long-term Care / End of Life
  • 3 Surprising Facts You May Not Know About Long-term Care Insurance / Life Happens
  • 10 Steps for Creating a Smart End-of-life Plan / Life Happens
  • 10 Advantages of Hybrid Life Insurance with Long Term Care / Life Happens
  • Longevity Risk: A Retirement Plan’s Worst Enemy / Tom Hegna Blog
Retirement Planning
  • 5 Questions Every Retiree Should Ask / Wall Street Journal
  • How to Plan for Part-Time Retirement / Wall Street Journal
  • Retirement Planning Means More Than Saving in Your 401(k) / Wall Street Journal
  • The Conversion That Will Save Your Retirement / Tom Hegna Blog
Supplementing Wealth Strategies
  • 8 Realistic Ways to Supplement Retirement Income / Motley Fool
  • 12 Strategies to Generate Income in Retirement / Kiplinger
  • Great Ways to Earn Extra Cashin Retirement / US News Money
  • Supplemental Security Income / Social Security Administration
Taxes & Legislation Updates
  • ​The IRS Proposed Exception to the Elimination of Estate Tax Clawback (FINSECA) Must be a member to access
  • Tax Strategies for Your Retirement Income / Investopedia
Trends To Watch
  • ​Boomers Passing Money Down to Their Heirs (WSJ Podcast)
  • How Wealth in the U.S. has Shifted in the Past 30 Years (FINSECA) Must be a member to access
  • Next Wealth Transfer to be $30 trillion / Wall Street Journal
  • Older Millennials Closing the Wealth Gap with their Parents / Wall Street Journal
  • Why Millennials Could Become the Wealthiest / Yahoo Finance
Case Studies
  • 5 Ways Disability Insurance Kept Life Normal for This Athlete / Life Happens
  • Debilitating Diagnosis: You don’t know what you don’t know /FINSECA Foundation
Decades of Guidance. Generations Empowered.®
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Dallas, TX 75219
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  • Home
  • WHY US
    • Generations Strong
    • Family Centric
    • Pure Perspective Process
    • Planning Integrity
    • Productive Know-How
    • Circle of Influence
    • Lead by Example
    • Agile Solutions
    • Future Focused
  • WHO WE SERVE
    • Familes & Individuals >
      • Actively Outdoors
      • Inspired Retirees
      • Multi-Generations
      • Philanthropic Singles
      • Rainmakers
      • Suddenly Single
      • Young Professionals
    • Businesses >
      • Solopreneurs
      • Start-Ups
      • Family Business
      • Mature Business
      • Transitioning Business
  • WHAT WE OFFER
    • Individuals & Families >
      • Estate Planning
      • Family Wealth Planning
      • Retirement Road Mapping
      • Life Insurance
      • Protection Strategies
    • Businesses & Owners >
      • Asset Protection
      • Business Structure
      • Business Transition
      • Employee Retirement Plans
      • Executive Retention
  • INSIGHTS LIBRARY
  • PURE PERSPECTIVE
  • GIVING BACK
  • OUR TEAM
  • NEWS
  • CONNECT