On Friday, April 26th, we hosted our Third Annual Client Appreciation Night. Almost 150 of our clients and their families enjoyed a night of good food, conversation and baseball as the Durham Bulls took on the Toledo Mud Hens. It was one of the most exciting Durham Bulls game in memory. We got to witness [...]
On Thursday, February 7th, Kiplinger teamed up with the National Association of Personal Financial Advisors (NAPFA) and the NAPFA Consumer Education Foundation to answer retirement and financial questions. The program was called “Jump-Start Your Retirement Plan Days.” Financial Symmetry partner Allison Berger, CFP®, participated in the online chat series, in a segment focusing on “Income in [...]
Have you made your 2012 Roth IRA contribution? If you have not yet made the maximum contribution, you still have time! Tax payers have until Monday, April 15th of 2013 to make their Roth contributions for the 2012 tax year. If you are within the income limitations to make contributions, a Roth IRA is an [...]
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2012, and here are what we think the Top 10 Economic Stories of the Year have been: (Click the plus (+) symbol to expand the story.)
2012 marks the fifth year that Financial Symmetry partners have played in (and sponsored) the O’Berry Center Foundation Golf Tournament. This year, Will Holt, CFP®, and Bill Ramsay, CFP®, participated in the Foundation’s 20th annual event on October 4, 2012. Serving 67 North Carolina counties, the O’Berry Center Foundation strives to improve the quality of [...]
For the past seven years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green. The tournament, which has been an annual event held at River Ridge Golf Course for the past 10 years, benefits the Neuse River Golden Retriever Rescue. This year, FSI brought 4 [...]
There are a few upcoming deadlines that may apply to you or your retirement accounts. If you have questions about these dates, please feel free to contact us or your tax professional. September 30th: Last day to pay off (or cash out) a beneficiary of an account so that he or she will not be [...]
Just get back from vacation? Planning a vacation soon? Know how you’re doing with your 2012 budget? I bet your last response is “No.” Now is most likely not the time you are thinking about your expenses or motivated to check-in on your budget. We know it is not very fun to sit down and [...]
On Saturday, May 19th, the team at Financial Symmetry hosted their Second Annual Client Appreciation Night. Over 100 of our clients and their families enjoyed a night of good food, conversation and baseball as the Durham Bulls took on the Charlotte Knights. Although the Bulls didn’t fair so well (very similar to last year) we [...]
There has been a lot of talk in the news lately about the troubles the United States Postal Service (USPS) is facing. While our postal system has followed a national standard for more than 100 years, delivering our mail “whether rain or shine,” and “through sleet or snow,” their current financial state most certainly calls [...]
We’ve created a few documents that may assist you in sorting and gathering your financial data.
