Do You Need to Amend Your Tax Return?

With April 15th behind us, now is the perfect time to review your tax return to see if there was anything you overlooked. Out of 131 million returns filed in 2014, the IRS projected that 5 million would need to amend…

Baby on the Way? 5 Tips to be Better Prepared

Do you remember how you felt upon finding out you were having a baby? Our journey began 5 years ago. We were filled with the excitement of all new parents. My wife even recorded my reaction when she told me she…

Life, Money, & Toys

The other day I was driving in the car with my kids when my son asked me, “Mommy, why does it take you and Daddy so long to get me new toys after I ask for them?” I started to…

The Best Advice Your Parents Ever Gave You

What is the best advice your parents gave you? There’s probably a long list to pick from – good and bad.  But now that I have my own children, much of their advice seems to be resurfacing for me.  This includes the…

The Best Laid Plans

I have been thinking a lot lately about the plans we make and unforeseen events that throw a wrench in those plans. This played out recently in my family. My son recently turned 4 and I had spent weeks planning…

Budgets Can Make You Rich

How Budgeting Can Make You Rich

Budgeting works best when it becomes a regular routine. It can be hard at first, but knowing where your money goes is a critical part of understanding your complete financial picture. Here are a few tips to think about when creating and managing your budget.

Mike Eklund Becomes NAPFA Approved Fee-Only Planner

Mike Eklund of Financial Symmetry, Inc. in Raleigh, NC has been  accepted  for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA) . With  membership, Eklund becomes affiliated with an organization of more than 2,400 of  the most‐qualified financial advisors in the nation…

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