Economic Matters
Adventure -- Empowering dreams through financial planning
“The greater the challenge, the greater the success,” is a favorite quote for John Clidas. His passion for adventure (running marathons, climbing Mt. Kilimanjaro, and earning his pilot's license and his certified scuba diver instructor status) matches his desire to help others build secure financial futures.
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Synovus Perspectives
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Estate Planning
Tips to Avoid Common Estate Planning Mistakes
With a few simple actions, you can ensure your estate planning is effective.
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Economic Matters
What to know about a Qualified Personal Residence Trust (QPRT)
A QPRT is a powerful financial tool that allows homeowners to transfer the title of their primary residence or vacation home into an irrevocable trust. This strategy presents a multitude of benefits, primarily in terms of estate planning and tax savings.
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Economic Matters
Tax Season Tips for Managing Capital Gains, Losses and Dividends
During tax season, you often have questions about managing capital gains, losses and dividends to optimize after-tax returns. Here are some key points to consider.
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