Symmetry Wealth Strategies - Maya Katzman

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Symmetry Wealth Strategies - Maya Katzman Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC.

Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

Learn more about whether you need to pay estimated taxes.
10/14/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
10/13/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

These 6 things might make your next return a prime target for an IRS audit.
10/10/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of o...
10/09/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Three tips for giving smart from the heart.
10/07/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

If you died, what would happen to your email archives, social profiles, and online accounts?
10/06/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
10/03/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

For a small business, the loss of a key person could cause financial hardship.
10/02/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Children with special needs may need ongoing help after their parents are gone.
09/30/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Address

500 N. Central Expressway, Suite 303
Plano, TX
75074

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19723613846

Website

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