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

Phased Retirement Can Help Smooth the Transition

The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.

Indexed Annuities: Potential for Growth with Some Downside Protection

This article provides an overview of indexed annuities.

A Mortgage Recast Is an Alternative to Refinancing

When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.

It’s Complicated: Inheriting IRAs and Retirement Plans

The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.

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 StoneX Securities Inc., Member FINRA and SIPC

Advisory Services provided through Synergy Investment Group, Inc.

Insurance products Offered through Synergy Insurance Group, Inc.

Synergy Investment Group, Inc. and Synergy Insurance Group, Inc are not affiliated with StoneX Securities Inc. Click here Customer Relationship Disclosure

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

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