Our 9th Annual Client Appreciation Event
A big thank you to everyone that joined us for our 9th annual client appreciation event at the Durham Bulls game on June 12th! We were so glad that the rain held off and we could enjoy a cool June…
Guide to Preserving Yours or a Loved Ones Legacy, Ep #87
Nobody likes to talk about the two certainties of life: death and taxes. So much so that we delay important decisions on how to deal with our assets for our heirs. On this episode, Cameron Hendricks and Grayson Blazek…
FSI promotes Angela Keeley-White to Client Service Manager
As our firm continues to grow both in the number of clients we serve and the level of service we provide, the need for dedicated client service management has become a necessity for our team. Financial Symmetry is excited to…
The Ins and Outs of Opportunity Zones, Ep #86
You may have seen more news stories mentioning Opportunity Zones of late, but there are still plenty of questions surrounding this part of the latest tax reform. Today we’re discussing the ins and outs of investing in Opportunity Zones…
7 Ways to Use Your 529 Plan
Did you know May 29 (5/29) is recognized as National 529 College Savings Plan Day? In honor of that day we wanted to provide seven ways to put a 529 plan to use. What constitutes a qualified educational expense? When…
Unlocking the Secrets to a Successful 401k Rollover, Ep #85
Rolling over your 401K is a complicated process so we brought in a few experts, Angela Keeley-White and Heather Gudac, that have helped our clients rollover hundreds of 401K’s. Understanding the unexpected roadblocks surrounding a 401K rollover is a…
Are You Winging Your Financial Future? Ep #84
Ask yourself how you feel about your financial future? Do you feel it’s secure and well planned out or are you just winging it? Winging it is a great idea for a Sunday afternoon drive or deciding to…
Déjà Vu All Over Again
Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial goals. Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and…
Why Aren’t There More Women in Financial Planning? Ep #83
Financial advice has long been a male dominated industry. Women represent 51% of the US population, but only 23% of CFP® professionals are women and this percentage has stagnated over the past decade. Why is there a feminine famine…
What If I Lose It All?
The transition to retirement can be an exciting time. Shifting to additional leisure and time for the things you enjoy is a positive change for many. But it can also be quite scary. Now more than ever, retirees are reliant…
