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  • Quiz: Financial Facts That Might Surprise You
    If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.
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    An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors
  • Protect Your Heirs by Naming a Trust as IRA Beneficiary
    Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate. Naming beneficiaries of an IRA can be an
  • I received a large refund on my tax return this year. Should I adjust my withholding?
    You must have been pleasantly surprised to find out you'd be getting a refund from the IRS — especially if it was a large sum. And while you may
  • What is the difference between a tax deduction and a tax credit?
    Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can lower your tax liability,
    
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Securities offered through American Portfolios Financial Services, Inc, Member FINRA / SIPC Investment advisory services offered through American Portfolios Advisors, Inc, an SEC Registered Investment Advisor.

Synergy Wealth Strategies is independent of APFS and APA

 


Check the background of this financial professional on FINRA's BrokerCheck.