How Long Should I Keep My Tax Records?
Whether your tax documents are filed away or in a folder on your desktop, you may be wondering, “Just how long do I really need to keep all of this?” As with many tax topics, the answer is: it depends!…
How to Approach Planning a Retirement Abroad, Ep #215
Have you thought about retiring abroad? For many of us, our visions of retirement include extended stays exploring new locations in other countries. Could this or some other idyllic vision be your future? The realities of retiring abroad can be…
Market Update Q1 2024
Below is a video of our first quarter 2024 Market Update. In it, we cover the following: Market updates over the last 1, 5, and 10 years Strong returns for US stocks Should you make changes to your portfolio in…
Meet the New Team Members at Financial Symmetry
We pride ourselves on our unwavering commitment to providing our clients with impeccable service. We’re excited that our team is growing and as it does, our dedication to strengthening our client relationships remains a top priority. With this in mind,…
Celebrating Meredith: A Beacon of Teamwork at FSI
We take pride in recognizing our team members who not only excel in their roles but also embody our core values. Today, we’re shining the spotlight on Meredith, who’s dedication to teamwork and diligence is a testament to FSI’s commitment…
How to Prepare for the Retirement Danger Zone, Ep #214
If you are retiring soon, you’ve most likely wondered if your asset allocation is too risky. Some have called the period just before and after retirement the retirement danger zone as it’s a time where understanding how you should be…
Niamh Douglas, CFP® is Financial Symmetry’s Newest Advisor
We are thrilled to announce that Niamh Douglas, CFP®, has been promoted to the role of Advisor at Financial Symmetry. Since joining us in 2019, Niamh has demonstrated an unwavering commitment to our clients and a deep understanding of financial…
10 Tax Return Surprises You’ll Want to Avoid, Ep #213
After working with hundreds of our clients to prepare their tax returns, we’ve discovered some new tax surprises that if preparing beforehand, could be helpful when completing your tax return this year. 10 Tax Return Surprises Tax planning and preparation…
How to Handle a Forced Early Retirement, Ep #212
Retirement can hit us with numerous curveballs. One of those could happen right out of the gate–when you experience a forced early retirement. We all know that layoffs are part of the corporate landscape. While they are commonplace, when you…
A Hidden Tax: Does Your State Have Its Own Estate or Inheritance Tax?
In the realm of estate planning, many people in the United States have heard of the estate tax but think it does not apply to them, instead seeing it as an issue for the “1 percenters.” They are partially correct…
