Enhance Today | Enrich Tomorrow
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…
We all love a good vacation. When planning our vacations, we set expectations of the fun and relaxation that awaits us. But not all vacations end up that way. The key to a good vacation is being prepared and knowing…
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…
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…
