Enhance Today | Enrich Tomorrow
A few years ago there was a popular commercial about retirement. The ad featured people walking around town with their “number” over their heads. The number reflected how much they needed to save in order to retire. The commercial was…
As financial advisors one of our primary goals is to coach our clients to save and invest, while directing those savings to the most beneficial accounts possible. In the modern era that typically means saving as much in your 401k…
Congratulations! After years of hard work your child has just received their college diploma. You are breathing a sigh of relief as you are off the hook for all of those years of tuition payments. Hopefully your child is also…
“I expect my investments to double every 7 years. How is that possible in these market conditions?” This is a question that comes up in meetings regarding the return expectations clients have for their portfolio. The rate of return is…
As financial planners, we are asked this question in some form on a regular basis. Many times clients are hoping for a hot stock tip, investment or tax strategy that will pad their investment portfolio and spare them the chore…
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2015, and here are what we think the Top 10 Economic Stories of the Year have been: Fed Rate Increase On December 15, 2015…
On this Thursday, December 10, Allison Berger, CFP® will participate in “Maximize your Money,” a NAPFA retirement webchat in conjunction with Kiplinger. This event offers free financial advice to consumers who may not otherwise be able to afford traditional financial…
As Certified Financial Planners, an important part of our job is keeping our skills current through continuing education. Through membership with NAPFA we commit additional hours to education to keep our skills current and best serve our clients. To further…
I recently wrote about our decision to move across town seeking shorter commutes and more time together as a family. The process was an emotional and financial roller coaster and a good reminder of many aspects of investing. Risk/Reward In…
Earlier this year I posted about celebrating 10 years at Financial Symmetry. I also noted that my husband and I celebrated our 10 year wedding anniversary. This fall we would have also celebrated 10 years in our home, but it…
