Enhance Today | Enrich Tomorrow
It was a year of uncertainty and anticipation, of hopes for a return to a degree of normalcy following the onset of the COVID-19 pandemic in 2020. And it was a year that showed, again, the difficulty of making investment…
Like other parts of your financial life, estate planning is not a one-time event. There is no “set it and forget it” aspect to it since our lives and laws are constantly changing. Your estate plan needs to be reviewed…
Financial Symmetry has covered several current events on our blog throughout 2021, and here are what we think the Top 10 Economic Stories of the year have been: 1. Social Security to increase COLA at highest rate since 1981 Written…
The relationship between happiness and money is complicated. Just consider this sampling of the myriad studies that explore the link between the dollars we earn and the happiness we feel. In the early-1970s, economist Richard Easterlin found that rich countries…
Everyone is talking about inflation. You can’t open a newspaper, look at your phone, or go to a barbecue without hearing about it. With all this talk, it can be easy to worry about your financial future. So today we…
Once you have reached retirement, started Social Security and Required Minimum Distributions from IRAs, your options for tax savings tend to be fairly limited. Retirees may face the Social Security tax bubble, IRMAA thresholds, and are unlikely to itemize deductions…
The end of the year is an often overlooked time for tax saving strategies. People instead become pre-occupied with open enrollment and the holidays. So today we’re sharing which tools and actions you can take before year-end to improve your…
So, you realized you contributed too much to your 401k. The good news is this can be remedied, but you will need to follow several steps and act quickly as there is a deadline before additional taxes may be due….
Welcome to this bonus episode of the Financial Symmetry podcast with Allison Berger and Grace Kvantas. We bring you this episode as a special preview to the upcoming Women: A Force in Business Conference in Raleigh, North Carolina. This episode and our…
Anxiety-inducing headlines, all-time stock market highs and an economy still recovering from a pandemic, have left many people hesitant to invest their cash savings. None of us can make uncertainty disappear, but considering potential outcomes and evidence can make…
