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…
FSI Client named as a 2015 Triangle Business Journal’s 40 under 40 award Winner
Zeke Bridges is the Assistant Dean of Administration at Campbell University Law School. Triangle Business Journal honored Zeke by naming him as one of the top 40 professionals under the age of 40. He was recognized for his contribution 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…
Financial Symmetry is a Proud Sponsor of Highcroft Hurricanes Swim Team
Financial Symmetry is excited to sponsor the 2015 Highcroft Hurricanes Swim Team. This is a neighborhood swim team located in west Cary with over 130 kids on the team. The Hurricanes compete in seven meets during the summer in 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…
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…
Fighting Elderly Fraud
There are a staggering number of financial scams in our society, and many are aimed toward taking advantage of the elderly. If you are senior citizen or have a loved one who is, it is important to familiarize yourself with…
Five Things to Know Before Exercising Your Stock Options
The stock market rise has put stock options front and center. Just like in previous booms, companies are trying to attract talented workers by granting them an option to buy company stock at a low price, which workers can sell…
A Financial Planner’s Estate Planning Journey
Planning for your demise ranks up there with enjoying a root canal. Even for financial planners, making decisions surrounding our own passing is challenging. Maybe you’ve experienced a similar situation in your own estate planning conversations. Our conversations started with the…
