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Financial Planning

Weathering the Storm: How to Navigate Market Volatility with Confidence

Financial Planning, Insurance Planning /

In recent weeks, financial markets have experienced sharp swings—often reacting violently to economic data, geopolitical developments, or policy headlines. For many investors, this kind of volatility can feel unsettling, especially when paired with sensational media coverage. At Snyder Wealth Group, we understand that staying the course isn’t always easy. But we also believe that with […]

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Long Island Financial Advisors: Why Local Expertise Matters

Financial Planning /

In the complex world of financial planning and investment management, the value of local expertise cannot be overstated. For residents of Long Island, choosing a financial advisor who understands the unique economic landscape and community nuances can make a significant difference in achieving financial success. Here’s why local expertise is crucial and how Snyder Wealth

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Guardians of Your Financial Dreams: How We Craft Plans Tailored to Your Dreams & Aspirations

Financial Planning /

At Snyder Wealth Group, we believe that every financial journey is as unique as the dreams that fuel it. As the guardians of your financial dreams, our mission is to understand deeply and respond thoughtfully to your individual aspirations and goals. Our approach is not just about managing assets; it’s about empowering you to lead

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

Financial Planning /

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

Financial Planning /

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

Financial Planning /

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

Financial Planning /

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

Financial Planning /

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

Financial Planning /

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

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Navigating Life’s Financial Journey: Milestones to Achieve at Every Age

Financial Planning /

Managing finances wisely involves much more than occasional budgeting and saving a fraction of your paycheck. It requires a roadmap—strategic planning that corresponds with different stages of life. At Snyder Wealth Group, we understand that each decade of your life brings new challenges and opportunities. Here’s a guide to the key financial milestones you should

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

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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.

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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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