Enhance Today | Enrich Tomorrow
Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Keep reading to find out the difference between regular 401(k) distributions…
Stock options can be one of the most lucrative benefits of your job, but they can also be a tax land mine. Our resident tax professional, Will Holt, joins us this week to help you build a framework to consider…
Recently the Internal Revenue Service has been sending out a lot of CP11 notices regarding the 2020 Recovery Rebate Credit being reported incorrectly on 2020 tax returns. If you find yourself receiving one of these letters from the IRS stating…
As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on…
Compared to 2020, the summer of 2021 has been exciting for most people. Many parts of the country are getting back to normal and there is plenty of fun to be had. But with that fun can come extra spending….
Divorce is one of life’s most challenging transitions. If you are recently divorced, currently going through a divorce or considering one, are you prepared financially? Unfortunately, divorce can bring many unpleasant financial surprises, particularly for women. Here are some items…
With the turbocharged real estate market, buying a house is not as easy as it once was. We’ve all heard stories of houses getting multiple offers, before they are listed or homes selling well over the asking price. Stories like…
Remember how a year ago we could barely eat at restaurants, and there was hardly any traveling going on? Many individuals and households spent a lot less in the lockdown months of 2020-2021 than they usually do, which resulted in…
This brief video includes recent updates on the global stock and bond markets. In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio, our strategy or performance. Click on the video below to…
So you’ve maxed out your 401k. Now what? It’s at this point where you feel like you’re doing a lot of the right things to save for retirement, but you’re not sure where to go next. In this episode,…
