Symphony Financial

SEPARATION CREATES A FINANCIAL LIMBO. Whether reconciliation or divorce is the outcome, it is prudent for you to take these financial steps: ??Organize finances and address joint debt to understand your situation clearly. ??Consider a separation agreement to clarify financial responsibilities and minimize conflict. ??Open separate bank and credit accounts to protect your finances. ??Plan for the future, whether you reconcile or divorce. Get more financial steps here : bit.ly/4k6S2CB and reach out for personalized advice.We can answer your questions and provide the best solutions for clarity and confidence. #Separation #Divorce #SeparationAgreement #FinancialClarity

ESTATE PLANNING TRANSCENDS FINANCES. It's about safeguarding your loved ones during life's most vulnerable moments. ??Who will act on your behalf when you cannot? ??Have you shielded your family from potential legal burdens? ??Will your legacy reflect your true intentions? A well-structured estate plan ensures your wishes are respected and your family is secure. Learn more in this @Kiplinger article: bit.ly/41eBCiN. #EstatePlanning #FamilyWealth #HNW #Legacy #PeaceOfMind

The Fed's short-term rates are important, but the real focus now is on the 10-YEAR TREASURY MARKET. Why? 10-year Treasuries: ??Influence mortgages, corporate debt, credit cards, and global bond pricing. ??Impact Capital Costs: Higher yields dampen entrepreneurial investment and constrain equity growth. In times of shifting economic signals, the 10-year Treasury isn't just a benchmark; it's a strategic indicator. @NYT @Jeff Sommer #WealthManagement #InvestmentStrategy #TreasuryYields #FinancialMarkets

?? EXPERT TIPS FOR 2025: The new year brings optimism and unique challenges for investors like you, from economic uncertainties to potential tax changes and market volatility. ?? Reach out to address complex strategies, including ??Diversification: Manage market volatility by diversifying investments. ??Proactive Tax Planning: Optimize efficiency and mitigate risks with shifting tax policies. ??Strategic Investments: Balance risk and growth with alternative investments and active portfolio management. Learn more in this Worth article: bit.ly/3XggJ5s. #FinancialPlanning #TaxStrategy #InvestmentManagement #WealthGrowth

GEORGE WASHINGTON: FOUNDING FATHER, WHISKEY TYCOON? ?? Our first president wasn't just about liberty and justice for all. He was also a savvy entrepreneur, running one of America's largest distilleries! Who knew? From 10,000+ gallons of rye to battling the Whiskey Rebellion, Washington's story proves that even the founding fathers knew the importance of a good side hustle. THE FINANCIAL PLANNING MORAL OF THE STORY? Whether building your own business or managing your wealth, a little entrepreneurial spirit and a proven financial advisor can help guide you to a life of clarity and confidence. . Cheers to that! ?? @Barrons #entrepreneurship #leadership #businessowner #wealthmanagement

ECONOMIC DATA SIGNALS A CONCERNING TREND comments Chief Investment Officer Brent Schutte, with slowing growth, tariffs, and inflation weighing on stocks. Further, he notes, consumer sentiment, heavily influenced by tariff concerns (40% mention independently), has deteriorated sharply, with 5-10-year inflation forecasts hitting recent highs. This challenges the Fed's disinflation narrative and complicates rate cut prospects. Read the full commentary here: bit.ly/3D1Q9GB . #Economy #Inflation #InvestmentStrategy #WealthManagement

Symphony Financial is honored to be named BEST IN STATE WEALTH MANAGEMENT TEAMS 2025. ??We are incredibly grateful to our clients who put their trust in us and look forward to serving you this year and beyond. (Ranking Published 1/9/25—data as of 3/31/24. No compensation is provided for ranking. Licensing fees apply to use the Forbes logo.) #ForbesAward #wealthmanagement

RETIREMENT: 5?? YEARS OUT. Strategic decisions now can significantly impact your retirement. Think maximizing post-tax 401(k) contributions for potential Roth conversions, paying off debt, building up cash reserves and making major purchases while still employed. Calculate which account will provide the most retirement Income here:bit.ly/4hEUQoB. Then, let’s talk. We can help you navigate complex financial issues and opportunities to live your best life in and through retirement with clarity and confidence. @Barrons @Debbie Carlson #retirementplanning #5yearsout #financialstrategy #RothIRA #HNW"

THE “GREAT PLANET ??PARADE” on February 28, 2025: Seven planets — Saturn, Mercury, Neptune, Venus, Uranus, Jupiter, and Mars — will align in a rare planetary event. Four -- Mercury, Venus, Jupiter, and Mars --will be easily visible to the naked eye. Use this astronomy guide to choose the best time to view in your location: bit.ly/3X7mpyV Speaking of alignment, how aligned is your financial plan? Let us know if you view the space spectacle, then let’s connect on your financial planning. #astronomy #planetaryalignment #celestialevents #financialplanning

More than two-thirds of Americans feel lost when it comes to their finances! Are you one of them? Our clients who follow a comprehensive financial plan feel better about their money—and life. Why? We ask BETTER QUESTIONS to focus on the issues that matter to provide BETTER ANSWERS for a BETTER LIFE, with clarity and confidence around your financial future. Find out more: bit.ly/433B7dV] #ClarityandConfidence #FinancialPlanning #WealthManagement #FinancialWellness"