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Author name: Mark Snyder, ChFC, CLU, RMA, RF

Mark Snyder is a managing partner at Snyder Wealth Group. Our investment philosophy is rooted in the principles of fiduciary duty, tailored strategies, and a long-term approach to wealth building. Our mission is to provide our clients with the highest level of service in financial planning and investment management, supported by 50 years of experience.

Mark Snyder, ChFC, CLU, RMA, RF

New Rules for Inherited IRAs: Navigating Required Minimum Distributions Starting 2025

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Navigating the complexities of inherited Individual Retirement Accounts (IRAs) is crucial, especially with upcoming changes in legislation. Starting in 2025, new rules concerning Required Minimum Distributions (RMDs) for certain non-spousal heirs will come into effect. Understanding these changes is key to maximizing the benefits and avoiding penalties. These rules apply to all qualified retirement plan […]

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Tax-Smart Charitable Giving: Enhancing Your Impact and Financial Benefits

Leave a Comment / Tax Strategies /

Charitable giving is not only a way to support causes you care about; it’s also an excellent strategy for optimizing your tax benefits. At Snyder Wealth Group, we are committed to helping our clients make informed, impactful charitable contributions that align with their financial and philanthropic goals. The Benefits of Tax-Smart Charitable Giving Engaging in

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Strategic Year-End Tax Planning: Maximizing Your Financial Efficiency

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As the year draws to a close, it’s crucial to assess your financial situation and make strategic decisions that can significantly impact your tax liabilities and overall financial health. At Snyder Wealth Group, we understand the importance of year-end tax planning and are here to guide you through various strategies to enhance your financial efficiency.

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The Impact of Global Economics on Your Investment Portfolio

Leave a Comment / Investment Management /

In today’s interconnected world, the ripple effects of global economic events can significantly impact personal investment portfolios. At Snyder Wealth Group, we understand the importance of considering global economic trends when crafting and adjusting your investment strategy. This article explores how global economics influence individual investment decisions and how Snyder Wealth Group navigates these complexities

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From Financial Clarity to Peace of Mind: Our Commitment to Your Life’s Journey

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At Snyder Wealth Group, we understand that the journey to financial security is about more than numbers and charts—it’s about crafting a path that aligns seamlessly with your personal dreams and life’s goals. Our commitment is to guide you through each phase of your financial life, providing clarity and strategies that not only secure your

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Trust and Transparency: The Core of Fiduciary Financial Advice

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In the complex world of financial services, trust and transparency are not just beneficial; they are essential. At Snyder Wealth Group, these principles are the cornerstone of our fiduciary duty, guiding every interaction we have with our clients. This article delves into the importance of fiduciary financial advice and how Snyder Wealth Group’s commitment to

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Beyond Wealth: The Emotional Benefits of Financial Planning with Snyder Wealth Group

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Financial planning is often viewed through the lens of numbers, charts, and returns. However, at Snyder Wealth Group, we understand that the true value of financial planning extends far beyond the balance sheet—it touches every aspect of your emotional well-being and life satisfaction. This article explores the profound emotional benefits of comprehensive financial planning and

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Securing Your Tomorrow: How Planning Today Ensures a Brighter Future

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In an ever-changing world, the future can seem both exciting and uncertain. The key to transforming this uncertainty into a well-defined path lies in effective planning. At Snyder Wealth Group, we believe that the steps you take today are crucial in securing a prosperous and fulfilling tomorrow. This article explores why proactive planning is essential

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Balancing Risk and Reward: A Guide to Safer Investments

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In the realm of investing, balancing risk and reward is paramount to achieving long-term financial security. At Snyder Wealth Group, we understand that each investor has unique financial goals and tolerance for risk. Our approach is designed to help you navigate investment choices to find those that best align with your personal and financial objectives.

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Discover the Best Financial Advisors Near You: Expert Guidance on Long Island

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Choosing a financial advisor is a crucial step toward securing your financial future. On Long Island, where options abound, finding the right advisor who understands your unique financial needs can make a significant difference. At Snyder Wealth Group, we pride ourselves on being among the top financial advisors in the region, offering personalized, client-centric services

Discover the Best Financial Advisors Near You: Expert Guidance on Long Island Read More »

(631) 289-4224 • Fax: (631) 289-8130 1733 N. Ocean Avenue • Suite B Medford, NY 11763

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Snyder Wealth Group Form CRS | Osaic Form CRS | Check the background of your financial professional on FINRA’s BrokerCheck.

Securities offered through Osaic Wealth, Inc., Member FINRA / SIPC. Investment Advisory services offered through Mark J. Snyder Financial Services, Inc. A Registered Investment Advisor doing business as Snyder Wealth Group. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.

This communication is strictly intended for individuals residing in the states of AL AZ AR CA CO CT DE DC FL GA IL IN IA KS KY LA ME MD MA MI MN NV NH NJ NY NC OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY. No offers may be made or accepted from any resident outside the specific states referenced.

Advisory services are strictly intended for individuals residing in the states where we have notice filed: FL, NY & VT.

IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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