Enhance Today | Enrich Tomorrow
Have you ever had the pleasure of receiving an audit letter from the IRS? You walk back from your mailbox with the fearful nervousness that you may owe more in taxes than you had originally thought. You suddenly remember that…
Do you know what the number one most avoided financial subject is? On this episode of The Financial Symmetry Podcast, we are diving deep into estate planning where you’ll learn why it is so avoided and why you really shouldn’t…
Emotions have a sneaky way of taking over our investment thinking. Instead, investments should be evaluated on their merit, not personal emotions that can cloud your judgment and lead you to act in ways that are counterproductive to your financial success….
Allison Berger and Grace Kvantas are stepping in for Mike this week. In our conversation, we discuss how to navigate through a life crisis, specifically financial considerations after the death of a spouse. It’s hard to think financially after such…
Have you made your 2017 Roth IRA (or traditional IRA) contribution? If you have not yet made the maximum contribution, and are eligible to make contributions, you still have time! Tax payers have until April 17th of 2018 to make…
On this episode, we’re getting you ready for tax time. We’ve been helping clients review their taxes for many years and have devised patterns of the most missed items to save money on your return. We’ve compiled these ideas in…
On this episode, we’re jumping into the March Madness spirit by seeding some of your biggest financial life decisions. We have weeded through all the challenging financial decisions that you will come across in life and ranked the top 8….
The most important – yet often missed – step of having a financial plan created is implementing the plan. One of the top reasons is that life gets in the way, and managing every aspect of one’s finances takes time. …
On this episode, we explore the question: Do you need a financial advisor? This can be a complicated question, and the answer isn’t the same for everyone. We weigh the three options you have, which are: do nothing do it…
Where should you invest now? As I wrote last year in “Should I Own International Stocks?”, in investing it is important to “skate where the puck is going, not where it has been” (Wayne Gretzky). What this means is don’t…
