It’s The Little Things, Ep #12
It’s the little things. From Tom Brady to Nick Saban, high performers tout their focus on the small details as the secret to their success. Little things make up the big things. But doing the little things is easy to…
Financial Symmetry Sponsors Highcroft Hurricanes Swim Team
Financial Symmetry is excited to be a Red Ribbon Sponsor of the 2016 Highcroft Hurricanes Swim Team. This is a neighborhood swim team located in west Cary with over 120 kids on the team. The Hurricanes compete in seven…
Should I Rush to Refinance Before the Fed Decides on Rates?
The Federal Reserve decided to leave short-term interest rates unchanged when it met in April but left open the possibility of raising rates in mid-June. News of the Fed’s decisions is always of interest to homeowners and prospective homeowners, because short-term rates…
Prince’s Estate Issues Underscore the Importance of a Will
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Music legend Prince died at age 57 this year, shocking fans everywhere. With no current wife or children, he…
Graduation Gifts That Make a Real Difference
Think back to those wonderful days leading up to your graduation. Your time was likely spent attempting to secure a job, celebrating with friends and family and receiving gifts. But how many of those we’re memorable? How would you’ve liked…
How to Save Money Without Disrupting Your Lifestyle, Ep #5
What if you could save an additional $1,500 each year? After 30 years you would have $119,000, assuming the money was invested and you got a 6% return. That $1,500 each year — just $125 a month — can add up to…
Are You Missing Tax Opportunities?
I’m not sure about you, but we haven’t met many people that wouldn’t love to lower their tax payments. As we move in to the heart of tax season, do you find yourself wondering every year around this time, what other…
Are Financial Advisors Worth the Fee?
I recently read an article on how to save $1 million. The answer: “Fire your financial advisor.” As a financial advisor and the father of four young children, it got me thinking: Do I need to switch careers? And, more…
College Planning Night
We recently hosted our first college planning night to help individuals and families make smart college decisions. The discussion focused on families with children at or near college, but is relevant for kids of all ages. Paying for college involves…
Why Monitoring Goals Matters Most, Ep #4
So many of us get charged up and rattle off an impressive list of goals but then struggle to follow through. The disconnect between creating and accomplishing is where life change gets stuck. Months pass and we realize our lives are…
