Top 5 Blog Posts from 2018
The end of the year is quickly approaching, so we thought it would be fun to close out the year with our top 5 blog posts from 2018! Here’s our 5 most read posts from this past year, with an…
Checking in on Your 2017 Retirement Contributions
Have you made your 2017 Roth IRA (or traditional IRA) contribution? If you have not yet made the maximum contribution, and are eligible to make contributions, you still have time! Tax payers have until April 17th of 2018 to make…
FSI Sponsors 25th O’Berry Center Annual Golf Tournament
2017 marks the tenth year that Financial Symmetry has helped raise funds for the O’Berry Center Foundation through the foundation’s annual Golf Tournament (you can read about previous years by clicking here and here). This year, Chad Smith, CFP®, Bill…
Top 10 Most Read Posts of 2016
We spend a lot of time researching topics throughout the year to share with our clients. We thought you may be interested in reading our top 10 most read blog posts from 2016 in case you missed any that we…
Grace Kvantas Becomes NAPFA Approved Fee-Only Financial Planner
Grace R. Kvantas of Financial Symmetry, Inc. in Raleigh, NC has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA). With membership, Kvantas becomes affiliated with an organization of more than 2,400 of the most‐qualified financial advisors in…
Cameron Hendricks Becomes NAPFA Approved Fee-Only Planner
Cameron Hendricks of Financial Symmetry, Inc. in Raleigh, NC has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA) . With membership, Hendricks becomes affiliated with an organization of more than 2,500 of the most‐qualified financial advisors in the nation…
Top 10 Economic Stories of 2015, Ep #3
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…
2016 Contribution Limits
Looking forward for 2016 contributions, the limits have stayed the same. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay raises often present an easy opportunity to increase your…
Do You Know How Your Credit Score is Determined?
It’s a valid question. Your credit score is one of many metrics that is used to define your financial health, so it’s important to know how it’s calculated and the impact of a low score. When I was working as…
Will Holt Becomes NAPFA Approved Fee‐Only Planner
Putting our clients interests first is a cornerstone of our business. So we take great pride in becoming members of an association like NAPFA, that shines a light on the importance of being fiduciary professionals. Newest Advisor to join NAPFA Will…
