Enhance Today | Enrich Tomorrow
On Sunday, June 8th, we hosted our Fourth Annual Client Appreciation Night. Over 160 of our clients and their families enjoyed a night of good food, conversation and baseball as the Durham Bulls took on the Norfolk Tide. This was…
Financial Symmetry has hired Grayzon Blazek as our newest Data Specialist to support our operations department. Grayson joins the firm after participating in FSI’s financial planning internship program since January 2013. He recently graduated from NC State University with a B.S….
The start of a new year is often when we tell ourselves “This year I am going to [insert resolution here].” Maybe last year you decided to really start tracking your expenses (you know, with a budgeting tool, like Mint.com…
Just get back from vacation? Planning a vacation soon? Know how you’re doing with your budget this year? Most people’s response is “No.” Now is most likely not the time you are thinking about your expenses or motivated to check-in on…
Angela Keeley-White is Financial Symmetry’s newest Operations Specialist. Angela has worked in the finance field since 2008 when she started as an intern at Financial Symmetry. She grew up in Raleigh, NC, and graduated from North Carolina State University in…
Mike Eklund, CRPC®, will begin advising clients of Financial Symmetry. Mike joined Financial Symmetry’s team in September of 2012 after making a career transition from the banking industry to personal financial planning. His new responsibilities will include: Working with existing…
On Friday, April 26th, we hosted our Third Annual Client Appreciation Night. Almost 150 of our clients and their families enjoyed a night of good food, conversation and baseball as the Durham Bulls took on the Toledo Mud Hens. It…
On Thursday, February 7th, Kiplinger teamed up with the National Association of Personal Financial Advisors (NAPFA) and the NAPFA Consumer Education Foundation to answer retirement and financial questions. The program was called “Jump-Start Your Retirement Plan Days.” Financial Symmetry partner Allison…
Have you made your 2012 Roth IRA contribution? If you have not yet made the maximum contribution, you still have time! Tax payers have until Monday, April 15th of 2013 to make their Roth contributions for the 2012 tax year….
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2012, and here are what we think the Top 10 Economic Stories of the Year have been: (Click the plus (+) symbol to expand…
