Enhance Today | Enrich Tomorrow
Mike Eklund of Financial Symmetry, Inc. in Raleigh, NC has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA) . With membership, Eklund becomes affiliated with an organization of more than 2,400 of the most‐qualified financial advisors in the nation…
A recent article featured on Yahoo! Finance discusses 4 ways to go broke in retirement. Many American’s may feel ready for retirement emotionally, but may not be financially. Here are 4 ways that you can go broke in retirement: Saving…
This time of year is very common for scams and identity theft to occur. A recent article by USA Today, discusses 6 holiday scams to be aware of that are associated with the following: Computer hacks and card processors of…
Many people are using debit cards instead of credit cards in order to avoid debt. However, if you pay off your balance every month, credit cards have some important benefits to consider before making your next purchase. A recent article…
With the holiday season quickly approaching, it will soon be time to start shopping for the perfect gifts for your family and friends. During this time, it’s important to take advantage of the sales and make sure that you’re getting…
You’ve likely been there at some point in the last 5 1/2 years. After seeing stock market gains for an extended period, you catch the news and the market has dropped a few days in a row. You think, “Here…
A recent article on Yahoo! Finance lists four retirement regrets and costly mistakes that you should avoid. One of these mistakes is having too many accounts. ‘The most I’ve seen is 16 different retirement accounts at different institutions. It becomes…
For the past nine years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green. This tournament, which has been an annual event held at River Ridge Golf Course for the past…
Is your 401(k) or other retirement plan set to automatically rebalance? An auto-rebalance normally occurs quarterly or semi-annually, and with the end of the second quarter approaching, it’s important for you to check if this feature is turned on and…
2013 marks the sixth year that Financial Symmetry has sponsored the O’Berry Center Foundation Golf Tournament. This year, Chad Smith, CFP®, and Bill Ramsay, CFP®, participated in the Foundation’s 21st annual event on October 2nd. Serving 67 North Carolina counties,…
