The Give Stage of Life | Strategies to Help Achieve Your Goals
By Synergy Capital Solutions on February 7, 2025
At Synergy, we have identified four main stages of life: Build, Grow, Enjoy, and Give. The Give stage can be a very transitional period as you navigate life’s complexities. With your financial retirement needs met, you can turn your attention to using the wealth you have built to effect change in your community, make an impact on the world, or leave a strong legacy for your children and grandchildren.
Words we hear often: “I want to see those I love enjoy the wealth I worked so hard for.”
Topics of conversation include:
• Most importantly, understanding your goals
• Donor-Advised Funds
• Gifting to family or friends through education, stock, or charitable donation
• 2025 gifting limit
• Estate plan changes
The Synergy Capital Solutions team is interested in serving as your partner, working alongside you to transform your goals and vision into a solid financial plan that helps you realize your dreams. Call us today at 888-363-4546. We’re ready to get started.