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Synergy Wealth Solutions, a MassMutual Firm

Contact Us

16150 Main Circle Drive, suite 400 Chesterfield, MO 63017
  • Phone:
    314-548-4002
  • Fax:
    636-728-1018
  • E-mail address: thadican@financialguide.com
  • E-mail address: csottoriva@financialguide.com
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  • 40% of U.S. workers have saved less than $25,000 for retirement.* -- *2019 Retirement Confidence Survey, EBRI
  • Only 42% of Americans know how much money to save for retirement.* -- *2019 Retirement Confidence Survey EBRI
  • 43% of retirees left the workforce earlier than planned.* -- *2019 Retirement Confidence Survey EBRI

 

 

Newsletters

  • Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

    These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

  • Don’t Take the Bait: Top Tax Scams in 2025

    As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

  • Tips to Help Preserve Your Inheritance

    It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

  • Key Retirement and Tax Numbers for 2026

    This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

More Newsletters »

Calculators

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators »
Transcript

Contact Us

16150 Main Circle Drive, suite 400 Chesterfield, MO 63017
  • Phone:
    314-548-4002
  • Fax:
    636-728-1018
  • E-mail address: thadican@financialguide.com
  • E-mail address: csottoriva@financialguide.com
  • X Icon

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) Springfield, MA, 01111-0001, and
are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory
services offered through qualified registered representatives of MML Investors Services, LLC.
Member SIPC (www.SIPC.org). Synergy Wealth Solutions, 16150 Main Circle Drive, suite 400, Chesterfield, MO 63017, 636-728-2400

CRN202903-10598594

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