Synthesis Wealth Planning, LLC

06/10/2026

As summer begins, spending habits naturally shift. Vacations, travel, and events can add up quickly. While it’s important to enjoy the season, it’s equally important to stay intentional with your financial decisions.

Planning ahead for seasonal expenses can help you avoid unnecessary debt or disrupting your long-term savings goals. A well-structured financial plan builds in flexibility, allowing you to enjoy today without compromising tomorrow.

Balance is key. A thoughtful plan should support the life you want to live today while still protecting your long-term goals. If creating that kind of balance is important to you, we’d be happy to connect and start the conversation.

06/09/2026

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/

06/05/2026

As we move through the year, June is a good point to evaluate your retirement contributions. Are you on pace to maximize your 401(k) or IRA? Have recent income changes created an opportunity to increase what you’re saving?

Even small increases in contributions can have a meaningful impact over time, especially when combined with consistent investing and long-term discipline. Staying intentional now can help strengthen your future financial independence.

If you’d like to review your retirement strategy and make sure, you’re on track, let’s connect and talk through your options.

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

06/04/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

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.