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Synergy Wealth Solutions, a MassMutual Firm

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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

  • Surprise! It’s Retirement Time

    Considering some important issues now could provide more options in the event of early retirement.

  • Variable Annuities: Strategies to Help Counter Retirement Risks

    Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

  • HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

    This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

  • New Auto Loan Interest Deduction Explained

    The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

More Newsletters »

Calculators

  • 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.

  • Savings Accumulation

    Estimate the future value of your current savings.

More Calculators »
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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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