Take Control of Your Taxes
With April 15th now behind us, were you surprised by a large amount owed or a large refund? In some cases large amounts owed or refunded are a result of the withholding choices each employee chooses at the beginning of…
I Would Like to Gift Money to My Child or Grandchild
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….
Is Your Pet Busting Your Budget?
About 4 years ago I brought home my first puppy – a 6 week old black lab named Charlie (Charles). I had always grown up with dogs and figured I knew how to take care of them financially. So I…
Financial Planning’s Best Kept Secret!
Have you heard the City of Orlando’s recent advertisement on the radio where they emphasize the month of September as their best kept secret? At this point in the year many children are back in school and not visiting Orlando’s…
On the Move
Many of us will temporarily move ourselves for a week to the beach, mountains, or any other vacation spot during summer months. In addition to these summer trips, many of us will be on the move from our permanent residence, which…
Determining the Taxable Amount of your Social Security Benefits
Did you notice the Social Security tax you paid on your return this year? While not all of the benefits are taxable, up to 85% can be. You can see this on the front page of your Form 1040 of your tax return on…
The Top 10 Economic Stories of 2013
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2013, and here are what we think the Top 10 Economic Stories of the Year have been:
What Type of Financial Planner are You?
The Certified Financial Planners Board and the Consumer Federation of America performed a research study earlier this year involving a sample of 1,002 household financial decision makers nationwide which included 60 financial planning related questions. With their results they have…
