Enhance Today | Enrich Tomorrow
If you’ve reached your 50’s, you’ve likely wondered, is long term care insurance worth it? Long-term care insurance comes with so many questions and opinions. The decision is complex as it’s highly customized due to individual circumstances of saving,…
Fee-only financial planning? Sounds like a mouthful. Let me explain… I recently had the pleasure of returning to my alma matter at NC State to speak to the Finance Club about fee-only financial planning as a career path. The finance…
A few weeks ago, I had the pleasure to attend the inaugural Wealth/Stack Conference in Scottsdale, Arizona. The content of the conference piqued my interest for multiple reasons, but I had 2 main goals in attending: Tech Stack In financial…
Emotions have a sneaky way of taking over your investment thinking. Emotional investing clouds your judgment and lead you to act in ways that are counterproductive to your financial success. Instead, investments should be evaluated on their merit. Here are…
Does your employer offer an equity compensation plan? Are you one of the 76% of people who have not exercised their stock options or sold shares of their company stocks? Mike Eklund is back after a hiatus and he is…
For the last few years, I’ve attended a conference called FINCON. And each year when asked what conference I attended, I’ll hear a quip related to Comic-Con. But it does peak the person’s interest, prompting them to ask what the…
October is Breast Cancer Awareness Month and one of the ways Financial Symmetry is proud to promote the cause is by supporting the Pretty In Pink Foundation. This wonderful organization provides uninsured and under-insured breast cancer patients in North Carolina…
There’s a lot of conflicting information about buying a timeshare. Many call it the worst financial decision you could make. On this episode, we invite Allison Berger to discuss the pros and cons of buying a timeshare. If you’ve…
Niamh Douglas has joined FSI as our newest Client Service Associate, and we are excited to welcome her to the team! She graduated in May 2019 from Appalachian State University with a degree in finance and banking. She joined our…
Every year there are approximately 140 million tax returns filed with the IRS and of those, 4 million will receive an IRS letter stating that there is a discrepancy. Your first instinct might be to panic, but don’t overreact. Grayson…
