Enhance Today | Enrich Tomorrow
One of our favorite events every year is the O’berry Center Foundation Golf Tournament. Serving 67 North Carolina counties, the O’Berry Center Foundation strives to improve the quality of life for persons with developmental disabilities. The foundation was founded in 1990,…
For the past seven years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green. The tournament, which has been an annual event held at River Ridge Golf Course for the…
There are a few upcoming deadlines that may apply to you or your retirement accounts. If you have questions about these dates, please feel free to contact us or your tax professional. September 30th: Last day to pay off (or…
Just get back from vacation? Planning a vacation soon? Know how you’re doing with your 2012 budget? I bet your last response is “No.” Now is most likely not the time you are thinking about your expenses or motivated to…
On Saturday, May 19th, the team at Financial Symmetry hosted their Second Annual Client Appreciation Night. Over 100 of our clients and their families enjoyed a night of good food, conversation and baseball as the Durham Bulls took on the…
There has been a lot of talk in the news lately about the troubles the United States Postal Service (USPS) is facing. While our postal system has followed a national standard for more than 100 years, delivering our mail “whether…
Have you ever wondered what it means to be able to call oneself a CFP®? Or, what does it mean to be a member of NAPFA or FPA? At Financial Symmetry, we understand that it can become easy to get…
Have you made your 2011 Roth IRA contribution? If you have not yet made the maximum contribution, you still have time! Tax payers have until April 17th of 2012 to make their Roth contributions for the 2011 tax year. If…
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…
Finding that perfect gift for loved ones can often be stressful and exhausting. Wouldn’t it be great to give a gift they would never expect and that would payoff for many years to come? Enter the Gift of Financial Planning….
