Sync Wealth Group

06/16/2026

If your kids are starting a summer job, why not look into a Custodial Roth account? Talk to your kids about how they can get started with tax-advantaged savings. Whether they put money in the account or you get it started for them with a gift, it’s a good way to start a great habit. For more information or to set up a meeting, drop us a note today!

We can explain the pros and cons of Custodial Roth IRA, and introduce you to some of the unique features of custodial accounts, including when kids can take control of the asset. Also, remember, with a Roth IRA, to qualify for the tax-free and penalty-free withdrawal of earnings, a Roth must meet a 5-year holding requirement and occur after age 59½. Tax-free and penalty-free withdrawals can also be taken under certain other circumstances, and the original Roth IRA owner is not required to take minimum annual withdrawals.

06/16/2026

06/15/2026

Did you know that Alzheimer's disease is the most common form of dementia? It affects millions of people worldwide, impacting memory, thinking, and behavior. During Alzheimer's and Brain Awareness Month, let's educate ourselves and others about the importance of brain health.

06/01/2026

This month's chart is thanks to past Fed Chair Alan Greenspan, who tracked men's underwear sales as a proxy for consumer confidence. What do you think the new Fed Chair will watch?

05/28/2026

Word of mouth marketing is a powerful tool that can build brand awareness, increase customer loyalty, and ultimately drive sales. Learn more about this cost-effective way to promote your small business.

Word-of-mouth marketing is a powerful tool for ecommerce businesses. Learn how to build an effective WOM marketing strategy.

05/27/2026

🌾 Selling land is a major life event.

For many families, land represents years of hard work, memories, and financial security. But once it’s sold, the big question becomes:

“What should we do next?”

I’ve seen many people spend years planning the sale itself, but very little time planning what happens after the money hits the bank.

Questions about taxes, creating reliable income, and protecting family wealth can quickly become overwhelming.

The good news is there may be tax-efficient strategies available that can help reduce unnecessary taxes, create long-term income, and provide more flexibility after a sale.

The key is starting those conversations before the deal closes — not after.

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.