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Important note: Until further notice, our physical Financial Symmetry office location is closed. We’re able to serve you remotely through email, video conferencing and phone calls. More details are included below During this uncertain time, we want you to know…

5 Reasons Why You Should Track Your Spending

When it comes to excuses for not monitoring your spending, we’ve heard them all. “I’m not living paycheck to paycheck.” “It takes too much time and effort.” “I don’t want to know.” “I can budget and save later in life.”…

Spring Clean your Finances

Spring has officially sprung! While you may take this as an opportunity to spring clean your belongings, make sure you look at your financial life as well as it is easy for your finances to become unorganized when life gets…

5 Financial Steps for Newlyweds

When planning a wedding, it’s not unusual to spend most of your weekends contemplating what kind of cake you should have or what color scheme you should use. It is easy to get excited with the ins and outs of…

How Old is Your Estate Plan?

If you’re like most people you have a “set it and forget it” mindset when it comes to estate planning. You set up plans and documents years ago but haven’t looked at them since. Or, maybe you don’t have them…

HSA vs. FSA. Know the Difference?

Many see these letters and think, what are they? Others confuse the two, and think HSA and FSA are the same type of account. Health savings plans and flexible spending accounts become accessible to you based on what kind of…

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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