Welcome to Cyntax
Welcome to our website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. We have included links to specific sites to help you track your income tax refunds, and access IRS forms and publications. We have many of the most common forms listed in our Tax Library for immediate printing. Our Info Packet is ready for you to download to help you gather information needed for your tax return. The link at the bottom of this page will let you print a copy.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind tax planning, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance and income tax.
To check the status of your income tax refunds follow the links below:
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Building wealth requires protection from the forces of wealth destruction.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
When do you need a will? The answer is easy: right now.
Smart investors take the time to separate emotion from fact.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Are you ready for retirement? Here are five words you should consider.
A bucket plan can help you be better prepared for a comfortable retirement.