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Newsletters


The newsletter articles on this page provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits.


Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
Managing Debt While Saving for Retirement
Examining the Taxpaying Population: Where Do You Fit In?
Is the Social Security Administration still mailing Social Security Statements?
What are some tips for reviewing my Medicare coverage during Medicare Open Enrollment?


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To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck

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.