Synthesis Wealth Planning, LLC

06/03/2026

Financial Checklist for Your 20s Your 20s are less about having everything figured out and more about building the right habits. The decisions you make now don’t need to be perfect; they just need to move you in the right direction....

06/03/2026

The M Factor 2: Menopause, Midlife & More

Tuesday, June 16, 2026
Mayo Performing Arts Center

100 South Street, Morristown, NJ

6:00 PM Doors Open
6:30 PM Film Screening
7:30 PM Live Expert Panel & Audience Q&A

Join us for a screening of The M Factor 2, followed by a live discussion with a multidisciplinary panel of experts, including Dr. Corinne Menn, who is featured in the film.

Designed for women in their 40s, 50s, 60s, and beyond, this event explores the physical, emotional, and social impact of perimenopause and menopause. Spouses, partners, family members, and friends are welcome.

Come learn, connect, and get your questions answered by leading experts. Leave with greater knowledge, confidence, and support for the journey ahead.

Reserve your seat today: https://www.mayoarts.org/shows/guest-attraction-lilly-menopause-and-wellness-presents-m-factor-2/

06/01/2026

Travel season brings excitement, but it can also bring unexpected expenses. A simple plan, daily spending limits, prepaid reservations, and intentional choices, helps you enjoy your trip without financial stress.

Good planning doesn’t limit your fun; it protects it.

Financial planning goes beyond budgeting for a single trip. It gives you clarity about what you can comfortably afford, how travel fits into your bigger goals, and how to enjoy your experiences without the worry of overspending. When you know your bases are covered, you give yourself permission to be fully present on your adventure.

A thoughtful budget should support your experiences, not restrict them. With a clear plan, you can travel with confidence.

When your money and your plans work together, travel feels lighter. A bit of preparation today simply gives you more room to enjoy the moments that matter. A quick review can help you align your travel plans.

05/28/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

05/26/2026

Retirement isn’t just about hitting a number.

It’s about creating sustainable income, managing risk, and maintaining flexibility over time.

The transition from saving to spending is one of the most important, and often overlooked, phases of planning.

When your plan clearly outlines how income will be generated in retirement, you gain confidence and control, so take the step now to build that income strategy and strengthen your future.

05/22/2026

Over the next few weeks, investors will hear about the Q1 business climate from roughly 90 percent of Standard & Poor’s 500 companies. It’s called “Earnings Season,” and it happens four times a year. Investors will hear about the...

05/21/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

05/18/2026

May is a month of milestones, especially for students and families celebrating graduations. It’s also a great time to revisit education planning strategies, including how 529 plans fit into your long-term financial picture. These accounts can be powerful tools for funding education, offering tax advantages and flexibility that many families overlook.

One question we hear often is: What happens if there’s money left over? Recent rule changes have expanded the options available. Depending on your situation, unused 529 funds may be redirected to another beneficiary, applied to qualified education expenses beyond college, or even rolled into a Roth IRA under certain conditions. Understanding these pathways can help you avoid unnecessary taxes or penalties and make the most of what you’ve saved.

A well-planned 529 isn’t just about paying for school, it’s about creating choices for the future.

05/15/2026

May marks the unofficial halfway point of the financial year, making it a great time for a mid-year check-in. Reviewing your progress now, before all the summer distractions kick in, can help you stay aligned with your long-term goals. Take a look at your savings rate, investment contributions, and any major expenses that may have popped up since January.

Comprehensive planning means evaluating not just where you are, but whether your current path still reflects your priorities. Has income changed? Any major life events upcoming? Do your tax strategies still make sense based on what you know today? A quick recalibration now can prevent surprises later.

Small adjustments in May can create major momentum for the rest of the year. If you’d like a mid-year check-in to make sure your plan still reflects your goals, reach out, and we can review it together.