Tag Archives: Women

Secure Act 2.0, How Does It Work? With Dr. Jeff Allen, CFP®

January 20, 2023Financial PlanningCareer, Charitable Contributions, Children, Contributions, David Vallieres, Financial Advisors, Financial Literacy, Financial Planning, Life Planning, Portfolio Management, Retirement, RMD, Secure Act 2.0, Spouses, Student Loans, Synergy Capital Solutions, Women, Your Financial Plan-Ityourfinancialplanit

The Secure Act 2.0 is a 1.7 trillion dollar package, some of the features of the plan are very confusing, complex and broad, which is why it is recommended you talk with your advisor.

In this episode, David Vallieres talks with Dr. Jeff Allen, CFP®, to dissect the features of the Secure Act 2.0 on a high level and how it can benefit you.

Dr. Jeff Allen discusses:

Potentially significant changes with charitable distributions
The larger catch up for retirement contributions
Student loan payment matches beginning in 2024
And more

Connect With David Vallieres:

David Vallieres
Synergy Capital Solutions
Email at: hello@synergycapitalsolutions.com

Connect With Dr. Jeff Allen:

LinkedIn: Jeff Allen

About Our Guest:

Dr. Jeff Allen is a retired physician working as a financial advisor for Physicians, Dentists and other successful professionals with an understanding of their unique objectives. He focuses on helping my clients create financial freedom by creating a spending and investment plan to reach retirement goals. Additionally, he helps clients with college planning, investment management, insurance needs analysis and retirement planning.

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Looking Forward into 2023 with Eric Nahat

December 30, 2022Coronavirus, COVID-19, Financial, Financial Planning, Investing, Investments, UncategorizedAmanda Dorio, Career, Children, David Vallieres, Denise Gergley, Financial Advisors, Financial Literacy, Financial Planning, Hannah Haley, Jordann Andrusiak, Life Planning, Synergy Capital Solutions, Women, Your Financial Plan-Ityourfinancialplanit

2022 threw just about every financial disruption it could at us. At this point, nothing should surprise us.

In this episode, David talks to Eric Nahat, Advisor & Director of the Investment Committee at Synergy Capital Solutions. Together they go over the events of the past year and look forward to 2023. They discuss the state of the markets along with what they think the markets will hold in the new year.

David and Eric discuss:

How 2022’s markets differ from the financial crisis of 2008
Strategies for making smart financial decisions going into 2023
The importance of not letting your emotions cloud your judgment
And more!

Connect with David Vallieres:

David Vallieres
Synergy Capital Solutions
Email at: hello@synergycapitalsolutions.com

Connect with Eric Nahat:

LinkedIn: Eric Nahat

About our guest:

Eric holds dual roles working on implementation of client investment portfolios and managing client financial planning and asset-management relationships. As Director of the Synergy Investment Committee, Eric consults on the Synergy Strategy Portfolios with a focus on economic analysis and security selection.

Previously, Eric worked for J.P. Morgan Private Bank where he assisted with high-net-worth families and institutions to monitor investment portfolios, model wealth projections, and provide investment solutions for their clients. He holds the Series 7, 63 and 65 licenses as well as Life, Health and Variable Annuities Insurance licenses. He has a master’s degree in business administration from the University of Michigan, where he also earned a bachelor’s degree in economics.

Eric lives in Ann Arbor, Michigan. He enjoys being involved in the community and spends his free time traveling the world, tasting the newest local cuisine and playing various sports, most notably hockey and golf.

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2022 Q4 Market Update With Mark Burns and Eric Nahat

October 7, 2022Financial PlanningAmanda Dorio, Career, Children, David Vallieres, Denise Gergley, Financial Advisors, Financial Literacy, Financial Planning, Hannah Haley, Jordann Andrusiak, Life Planning, Synergy Capital Solutions, Women, Your Financial Plan-Ityourfinancialplanit

Are we currently in a recession or are we headed towards a recession? Because of the economic cycles and changes, there are always times where the market goes through good and bad periods, that’s one of the reasons why you need to be a long term investor.

In this episode, David Vallieres talks with Mark Burns and Eric Nahat from Synergy Capital Solutions to discuss the fourth quarter market update and what trends they have noticed over the past couple of months.

Mark and Eric discuss:

Why your economic outlook should match your portfolio planning
Why long term investing is so effective
The Monte Carlo simulations and how you can use it to make predictions
And more

Connect with David Vallieres:

David Vallieres
Synergy Capital Solutions
Email at: hello@synergycapitalsolutions.com

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Honoring Women in Finance for International Women’s Month With Sarah Zvekan

March 25, 2022Financial, Financial Planning, Investing, InvestmentsCareer, Children, David Vallieres, Financial Advisors, Financial Literacy, Financial Planning, Life Planning, Synergy Capital Solutions, Women, Your Financial Plan-Ityourfinancialplanit

Women now control about a third of the world’s wealth and over half of the wealth in the United States. A lot has changed over the years and we want to take the time to recognize the work from generations of women.

In this episode, David Vallieres chats with Sarah Zvekan financial advisor at Synergy Capital Solutions about the importance of women in the financial industry, and the impacts that they have had. Sarah also talks about planning your taxes for charitable giving.

David and Sarah discuss:

Her observations as a woman in finance
Women in philanthropy
Tax planning for philanthropic and charitable giving
And more

Connect with David Vallieres:

David Vallieres
Synergy Capital Solutions
Email at: hello@synergycapitalsolutions.com

Connect With Sarah Zvekan:

LinkedIn: Sarah Zvekan

About Our Guest:

Sarah Zvekan delights in working hand in hand with clients in developing their goals that drive their long-term financial plan. Sarah enjoys helping clients organize their financial life to lessen their burden and stress. She has a high level of proficiency in the financial planning platforms that are used to serve clients and is consistently willing to leverage specialized tools to empower clients to accomplish their goals.

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Women and Wealth: How DEI Leads to Profitability with Leslie Davis

November 12, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, DEI, Diversity, Equity, Inclusion, Jordan Andrusiak, Law, Leslie Davis, NAMWOLF, Synergy Capital Solutions, Women, Your Financial Plan-Ityourfinancialplanit

In addition to being the “right thing to do,” diversity, equity, and inclusion can actually help your organization become more profitable.

In this episode, David Vallieres and Jordann Andrusiak are joined by Leslie Davis, the CEO of National Association of Minority & Women Owned Law Firms (NAMWOLF). They discuss how Synergy Capital Solutions and NAMWOLF aim to achieve their common goal of helping women and other minorities thrive in the legal profession and beyond.

Leslie discusses:

How you can tap into NAMWOLF’s country-wide network of first rate law firms
NAMWOLF’s comprehensive vetting process for its member law firms
How DEI drives efficiencies and leads to more creative solutions
And more!

Connect with David Vallieres:

Connect with Jordann Andrusiak:

LinkedIn: Jordann Andrusiak

About Our Guest:

Leslie Davis, the CEO of the National Association of Minority & Women Owned Law Firms (NAMWOLF), is reputed as a business strategist with deep legal knowledge and ability to align business, operations, and strategies to meet key objectives while supporting growth. She delivers significant financial impact to organizations by identifying opportunities to drive business forward. Leslie is a respected leader and trusted advisor with a strong business mindset and legal background providing a foundation for driving business objectives in competitive environments. The leadership she brings results in meeting goals while enjoying collaborative team dynamics and enhanced organizational engagement and culture.

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Women and Wealth: What is NAMWOLF and how can it benefit you? With Jordann Andrusiak

September 17, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Diversity, Inclusion, Jordann Andrusiak, Law, NAMWOLF, Synergy Capital Solutions, Wealth Management, Women, Your Financial Plan-Ityourfinancialplanit

At Synergy Capital Solutions, we strongly believe in diversity, equity and inclusion.

As a result, we’re proud to partner with the National Association of Minority & Women Owned Law Firms (NAMWOLF), which aims to promote DEI in the legal profession.

In this episode, David Vallieres and Jordann Andrusiak discuss what NAMWOLF is all about, the different benefits it offers to its members, and the synergy created for clients through their partnership with NAMWOLF.

David and Jordann discuss:

NAMWOLF’s core mission and vision
How you can easily become a member of NAMWOLF
The types of financial services provided specifically to NAMWOLF members
How small- and medium-sized business owners can promote DEI within their business
And more!

Resources:

The National Association of Minority & Women Owned Law Firms (NAMWOLF)

Connect With David Vallieres:

Connect With Jordann Andrusiak:

LinkedIn: Jordan Andrusiak

About Our Guest:

Jordann Andrusiak, CFP®, holds dual roles as an advisor and the director of business solutions. As an Advisor, Jordann works with individuals and families to help them achieve their financial goals. She works to enhance their client experience through relationship management, investment planning and asset-management strategies. She is also a part of the Synergy Investment Committee. As Director of Business Solutions, she strives to evolve and grow the practice through cultivation of the advisory team and overall firm best practices alongside the COO.

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Women and Wealth: Planning for Retirement — Part Two With Margie, Pat, and Marla

July 23, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Estate Planning, Financial Advisors, Financial Literacy, Jordan Andrusiak, Retirement, Synergy Capital Solutions, Wealth Transfer, Women, Your Financial Plan-Ityourfinancialplanit

While preparing for retirement, it’s important to involve your heirs in the financial planning process.

In part four of the Women and Wealth series, David Vallieres and Jordann Andrusiak once again speak with Margie, Pat, and Marla, who share the steps they are taking to prepare their next generations for a healthy financial future. They also candidly discuss their biggest financial wins and how they achieved them.

The guests discuss:

Financial planning tips they wish they had known earlier in life
The financial freedom and peace of mind that you achieve after working with an advisor
Biggest financial pitfalls of their lives and how they overcame them
The importance of having a secure document locator while planning your estate
And more!

Connect With David Vallieres:

Connect With Jordann Andrusiak:

LinkedIn: Jordann Andrusiak

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Women and Wealth: Planning for Retirement With Margie, Pat, and Marla

June 25, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Financial Advisors, Financial Literacy, Financial Planning, Jordan Andrusiak, Retirement, Synergy Capital Solutions, Women, Your Financial Plan-Ityourfinancialplanit

A lot of women often rely heavily on their spouse to take care of the finances.

Remember, doing so can significantly affect you at a later stage in your life.

In part three of the Women and Wealth series, David Vallieres and Jordann Andrusiak are joined by Margie, Pat, and Marla, all of whom are in the retirement phase of their lives. They discuss the importance of taking hold of your finances and developing financial literacy early on in life.

The guests discuss:

How they navigated their financial complexities during the death of their spouse
How an advisor can ease your financial burden during unforeseen life circumstances
Why you need to discuss your finances with your children
Financial decisions that might keep you up at night if you have not planned for them
And more!

Connect With David Vallieres:

Connect With Jordann Andrusiak:

LinkedIn: Jordann Andrusiak

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Women and Wealth: Finances in Different Stages of Life Part 2 – With Amanda, Danielle, Denise, and Hannah

May 28, 2021Financial, Financial Planning, Investing, Investments, UncategorizedAmanda Dorio, Career, Children, David Vallieres, Denise Gergley, Financial Advisors, Financial Literacy, Financial Planning, Hannah Haley, Jordann Andrusiak, Life Planning, Synergy Capital Solutions, Women, Your Financial Plan-Ityourfinancialplanit

Welcome to part 2 of our Women and Wealth series, where we interview a panel of strong, successful, and financially independent women.

In part two of this series, David Vallieres and Jordann Andrusiak are joined by Amanda Dorio, Danielle Lee, Denise Gergley, and Hannah Haley. With each of them currently in a different stage of life, they share what they wish they could’ve told their younger selves regarding finances.

You will learn:

How to balance your finances based on your priorities
How being concentrated now can help you make better decisions when you’re older
Why you need to slow down and put a financial plan in place
And more!

Tune in to learn these womens mistakes and how you can avoid them for yourself!

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Women and Wealth: Finances in Different Stages of Life – With Amanda, Danielle, Denise, and Hannah

May 14, 2021Coronavirus, COVID-19, Financial, Financial Planning, Investing, Investments, UncategorizedAmanda Dorio, Career, Children, David Vallieres, Denise Gergley, Financial Advisors, Financial Literacy, Financial Planning, Hannah Haley, Jordann Andrusiak, Life Planning, Synergy Capital Solutions, Women, Your Financial Plan-Ityourfinancialplanit

Welcome to our Women and Wealth series, where we interview a panel of strong, successful, and financially independent women.

In part one of this series, David Vallieres and Jordann Andrusiak are joined by Amanda Dorio, Danielle Lee, Denise Gergley, and Hannah Haley. With each of them currently in a different stage of life, they share the major expenses they are facing, how they deal with them, and steps they are taking to secure their financial future.

You will learn:

Why certain major financial decisions might keep you up at night if you haven’t planned for them
How an advisor can help you make informed, data-driven decisions
Tips to raise your children to be financially responsible
And more!

Tune in to learn how you can navigate the financial complexities at different stages of your life!

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