Checking Up on Your Budget

With the end of the first quarter of 2010 behind us, now is a great time to review your budget. When checking up on your budget, it is important to look over a specific amount of time for comparisons to…

NAPFA Your Money Bus

The NAPFA Your Money Bus comes to Raleigh

In response to the many fears and uncertainties that arose during the economic crisis, The National Association of Personal Financial Advisors (NAPFA) Consumer Education Foundation sponsored multiple financial advice events around the country as part of the “Your Money Bus”…

Check out the new Financial Symmetry Website!

We’ve recently launched a newly designed website: www.FinancialSymmetry.com We felt that a new site was needed to showcase our services in an easy-to-navigate manner. A few of the new features include client stories frequently asked questions details of our services…

Quicken Your Budgeting Skills

As many of you know, it can be hard to create a budget and even harder to stick to it. To do so, we generally recommend using software like Quicken that is designed specifically for expense tracking.

Will Holt Earns CFP Certification

Financial Symmetry Inc. is proud to announce that Will Holt, CPA, has earned the CFP® designation. Congratulations Will! The following is Will’s recent letter to our clients announcing his achievement. When I joined Financial Symmetry a little over three years…

Elderly Fraud

Avoiding Elderly Fraud

Elderly fraud continues to be a major obstacle for today’s senior citizens. This is why it’s essential to do our best to spread awareness and provide tips of how to avoid these scams in the future. One of our partners,…

Motivation for Financial Fitness

Finding the motivation to save can be just as difficult as motivating yourself to diet and exercise. In both cases you know the outcome will be worthwhile — financial security and better health. However, taking the steps to get there is easier said than done.

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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