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Synergy Wealth Solutions, a MassMutual Firm
Synergy Wealth Solutions, a MassMutual Firm
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Please feel free to contact us with any questions.

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Videos

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Calculators

You can review interesting calculators on my site.

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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
More Videos »
Transcript

Newsletters

  • Have You Set a Retirement Savings Goal?

    Completing this simple worksheet can help establish a realistic retirement savings target.

  • Q&A on RMDs

    Here are answers to some key questions about required minimum distributions.

  • Retroactive Social Security Benefits: A Chance to Turn Back Time

    Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

  • 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

  • Life Insurance

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

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Impact of Inflation

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

More Calculators »

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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