Synergy Investment Group.

Maximize your Future - Conserve your Lifestyle

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Newsletters

Small Businesses Should Prepare for Stronger Tax Enforcement

The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.

Naming a Trusted Contact

It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.

Mutual Funds: What’s in Your Portfolio?

Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.

Much Ado About RMDs

This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.

More Newsletters →

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.
Videos

Short animations that focus on a variety of financial topics.
Flipbooks

These magazine-style flipbooks provide helpful information.

Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Securities offered through SA Stone Wealth Management Inc., Member FINRA and SIPC

Investing involves risk, including the possible loss of principal invested.

Synergy Investment Group is independent of, not owned or operated by SA Stone Wealth Management Inc.

Advisory Services offered through Synergy Investment Group, LLC.

This site is intended for use by residents of PA, OH, NC, DE, and TX. Continued use of this site affirms that you reside in one of these states.

Arriba Investment Management