Enhance Today | Enrich Tomorrow
When we meet with our clients to map out their financial plan many often express interest in setting up a charitable gifting plan to their church or other charities that are important to them. The majority of clients we see…
Earlier this week it was announced that thieves may have accessed approximately 220,000 more tax return accounts through the IRS on top of the 114,000 that were reported this past May. The thieves were able to use previously obtained information…
On Tuesday July 14th Financial Symmetry invited children and spouses to join us for a Family Day celebration. The event allowed children of Financial Symmetry staffers to visit where their parents work while also learning a little bit about money…
It’s always great working with clients who have saved diligently for retirement. Ample savings coupled with a long life expectancy in many cases argues for delaying social security benefits until age 70 to maximize your lifetime payout. This strategy can…
The month started with concerns over a Greece exit (“Grexit”) from the euro zone, but was averted by a last-minute deal. Although Greece accounts for a small amount of the euro zone’s GDP (less than 2%) an exit would question…
It’s a valid question. Your credit score is one of many metrics that is used to define your financial health, so it’s important to know how it’s calculated and the impact of a low score. When I was working as…
An important part of our job at Financial Symmetry (FSI) is spending time on research for our investment strategy. On average, every employee spends 8-12% of his or her time on investment research which has benefited our clients over the…
Putting our clients interests first is a cornerstone of our business. So we take great pride in becoming members of an association like NAPFA, that shines a light on the importance of being fiduciary professionals. Newest Advisor to join NAPFA Will…
Many see these letters and think, what are they? Others confuse the two, and think HSA and FSA are the same type of account. Health savings plans and flexible spending accounts become accessible to you based on what kind of…
Yourself? Your retirement accounts? Somebody else? I recently came across an article by USA Today discussing a survey that indicates Millennials and Gen X individuals are worried about their finances when they reach their retirement years. From the article an…
