Symphony Wealth Group

Symphony Wealth Group Symphony Wealth Group helps orchestrate your financial life. Symphony Wealth Group is not affiliated with Kestra IS or KPWS.

We provide personalized financial planning and wealth management, creating custom, strategic plans by getting to know your needs, wants, and long-term goals—bringing everything into harmony. Investment advisory services offered through Kestra Private Wealth Services, LLC (KPWS), an affiliate of Kestra IS. This profile is published for residents of the United States only. Registered Representatives

of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). Investor Disclosures-www.kestrafinancial.com/disclosures

Where has SWG been? St. Lucia with Sammie and Renee Berry — taking in the stunning scenery and enjoying time together in...
09/03/2026

Where has SWG been?

St. Lucia with Sammie and Renee Berry — taking in the stunning scenery and enjoying time together in one of the Caribbean's most beautiful destinations. Moments like these are what make planning for the future so meaningful.

Sending a child off to college after divorce brings a financial checklist most parents don't expect: tuition deposits, d...
09/02/2026

Sending a child off to college after divorce brings a financial checklist most parents don't expect: tuition deposits, dorm furnishings, meal plans, travel — and a critical decision on FAFSA filing that can directly affect financial aid.

Whose income gets reported? How do you split costs that weren't itemized in your original agreement? These are the questions worth answering before the bills arrive.

Our latest article breaks down how divorced parents can approach college costs and FAFSA decisions with clarity instead of guesswork. Read it here.

09/01/2026

What fun summer plans do you have?

For our client Mike Graber, this summer is all about adventure.

From cruising the coast of Croatia to exploring the historic streets of Rome, Mike is making the most of this chapter of life and the opportunities retirement can bring.

At Symphony Wealth Group, we love seeing our clients enjoy the freedom to travel, explore, and create lasting memories with confidence.

Whether your retirement dreams include seeing the world, spending more time with family, or simply enjoying life on your terms, we're here to help you build a plan designed around the future you envision.

The Common Cents Act has passed the House and now moves to the Senate for consideration.The bill is tied to the phase-ou...
08/31/2026

The Common Cents Act has passed the House and now moves to the Senate for consideration.

The bill is tied to the phase-out of the penny and would create a national rounding standard for cash transactions.

Under the proposal, cash purchases would be rounded up or down to the nearest five cents when exact change is not available.

For example, a purchase totaling $10.02 would round down to $10.00, while a purchase totaling $10.04 would round up to $10.05.

Pennies would still retain their value under the act, even as the Treasury stopped minting them.

The bill is especially relevant for businesses that handle cash, including restaurants and retailers, because it could reduce confusion and legal risk around exact change.

For consumers and businesses, the broader takeaway is that even small changes in currency rules can affect daily transactions, checkout systems, and cash-handling practices.


Source: https://cbsn.ws/45mY8bN

08/28/2026

Back-to-school season brings tuition bills into focus, but the effects of student debt can last for decades. Borrowers are facing missed payments, damaged credit, and difficult tradeoffs involving spending, homeownership, and retirement savings. In this week's Money with Murphy, Kara looks at what those challenges mean for individual households and why the broader consumer remains on relatively solid footing.

📍 Proctor & Killington, Vermont with Karen Skinner — from the historic home of Vermont Marble to the heart of the Green ...
08/27/2026

📍 Proctor & Killington, Vermont with Karen Skinner — from the historic home of Vermont Marble to the heart of the Green Mountains, proving that life's adventures can be found both near and far when your financial future is thoughtfully planned.

Trump Accounts opened on July 4. A few questions are worth considering:➡️ Our baby is 18 months old. Do we qualify for t...
08/26/2026

Trump Accounts opened on July 4. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 7. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here for that.

New backpack. New shoes. New laptop. Back-to-school season adds up fast — and after divorce, it's rarely clear whose bud...
08/25/2026

New backpack. New shoes. New laptop. Back-to-school season adds up fast — and after divorce, it's rarely clear whose budget it falls under.

Before the receipts start piling up, revisit what your agreement actually says about shared educational expenses. A quick conversation now can save a lot of tension later.

Read our latest blog for a clear starting point on planning shared school costs after divorce.

https://www.symphonywg.com/blog/back-to-school-college-send-offs-after-divorce-planning-for-shared-educa

Creating a will is crucial, but remember: life changes. When it does, so should your estate strategy. Regularly updating...
08/24/2026

Creating a will is crucial, but remember: life changes. When it does, so should your estate strategy. Regularly updating your will keeps it aligned with your current circumstances and wishes. Here are 7 reasons to revisit your will:

1️⃣ Family Changes: Marriage, divorce, births, or losses can impact your strategy.
2️⃣ Relocation: Different places, different laws.
3️⃣ Financial Shifts: Reflect on your current assets.
4️⃣ Executor/Trustee: Ensure they’re still the right choice.
5️⃣ Law Changes: Stay compliant and minimize taxes.
6️⃣ Beneficiary Updates: Reflect evolving relationships.
7️⃣ Time: Review every 3-5 years.

In this week’s Markets in a Minute, we revisit the economic and market implications of the conflict with Iran and explor...
08/21/2026

In this week’s Markets in a Minute, we revisit the economic and market implications of the conflict with Iran and explore several questions that remain top of mind for investors as it grinds on. What could a prolonged conflict mean for the economy and markets, particularly after many expected the initial shock to be short-lived? And even if the conflict ended tomorrow, how quickly could global oil supplies recover? Read on for our take on these and other key questions.

https://bit.ly/3UsQ9Yp

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Plano, TX
75024

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