Enhance Today | Enrich Tomorrow
Cameron Hendricks of Financial Symmetry, Inc. in Raleigh, NC has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA) . With membership, Hendricks becomes affiliated with an organization of more than 2,500 of the most‐qualified financial advisors in the nation…
If we look like we could be your son or daughter, then you are likely on the right track to finding a financial advisor to form a relationship with. While we may look young, that doesn’t mean we are inexperienced…
I recently read an article on how to save $1 million. The answer: “Fire your financial advisor.” As a financial advisor and the father of four young children, it got me thinking: Do I need to switch careers? And, more…
Have you made your 2015 Roth 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 18th of 2016 to make their Roth contributions…
“I expect my investments to double every 7 years. How is that possible in these market conditions?” This is a question that comes up in meetings regarding the return expectations clients have for their portfolio. The rate of return is…
It’s been over 10 years ago that my family and I set off on an adventure visiting colleges and universities across North Carolina. It was spring break of my junior year of high school and I was in search of…
We recently hosted our first college planning night to help individuals and families make smart college decisions. The discussion focused on families with children at or near college, but is relevant for kids of all ages. Paying for college involves…
So many of us get charged up and rattle off an impressive list of goals but then struggle to follow through. The disconnect between creating and accomplishing is where life change gets stuck. Months pass and we realize our lives are…
As financial planners, we are asked this question in some form on a regular basis. Many times clients are hoping for a hot stock tip, investment or tax strategy that will pad their investment portfolio and spare them the chore…
Grace Kvantas has recently met all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. Earning a CFP® certificate will allow Grace to provide individuals and businesses with services related to their financial and…
