Enhance Today | Enrich Tomorrow
If we look like we could be your son or daughter, then you are likely on the right track to finding a financial advisor to form a relationship with. While we may look young, that doesn’t mean we are inexperienced…
It’s been over 10 years ago that my family and I set off on an adventure visiting colleges and universities across North Carolina. It was spring break of my junior year of high school and I was in search of…
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…
Around this time of year, we often have clients who find themselves in the giving spirit of Christmas. Along with increased charitable giving, clients will start thinking about gifts that will leave a lasting impact on their children or grandchildren….
I recently received a call from a prospective client inquiring about our services stating that he recently had been giving more thought about his retirement savings after watching “a retirement documentary on PBS”. I was unfamiliar with what documentary he…
If you’ve ever had questions about gifting and how much you should give, this post is for you. Here are five of the most asked questions we hear around making gifts. Am I financially able to make a gift? If…
So you have a mixture of stocks and bonds that you would like to gift to friends, family, and your favorite charity. It’s not as simple as just going down the list and picking a random stock from your portfolio…
When we meet with our clients to map out their financial plan many often express interest in setting up a charitable gifting plan to their church or other charities that are important to them. The majority of clients we see…
Earlier this week it was announced that thieves may have accessed approximately 220,000 more tax return accounts through the IRS on top of the 114,000 that were reported this past May. The thieves were able to use previously obtained information…
Yourself? Your retirement accounts? Somebody else? I recently came across an article by USA Today discussing a survey that indicates Millennials and Gen X individuals are worried about their finances when they reach their retirement years. From the article an…
