Enhance Today | Enrich Tomorrow
Our 5th Annual Client Appreciation Night was held on April 24th– a beautiful Friday night–as the Durham Bulls took on the Gwinette Braves. The game was spectacular–ending in a walk-off home run followed by what many describe as the best…
Cameron Hendricks 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 Hendricks to provide individuals and businesses with services related to their financial and…
Mike Eklund has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Eklund states, “It is an honor and privilege to become Financial Symmetry’s newest business partner. It is exciting to be…
With April 15th now behind us, were you surprised by a large amount owed or a large refund? In some cases large amounts owed or refunded are a result of the withholding choices each employee chooses at the beginning of…
HSA. For some, those letters look like the word “has” that was missed on the auto spell check. Actually, it stands for a health savings account and is a tax triple threat. Meaning, you get a front page tax deduction when depositing…
Are people with a big house or fancy car wealthy? Many would say yes, but the best-selling book, The Millionaire Next Door, written by Thomas J. Stanley and William D. Danko twenty years ago proves these beliefs wrong. Unfortunately, one…
The greatest time of year (in my opinion) is upon us. The weather is beginning to warm, the grass is getting greener, and the 30 teams of Major League Baseball have taken the field for the regular season. Baseball has…
Maybe you’ve heard people express fearful thoughts about how and when to invest. Maybe you’ve even expressed this thought yourself recently: “I know we are holding too much cash in our portfolio but with the stock market near all-time highs,…
You find out you’re receiving an inheritance and the first thing that comes to mind is – What next? Inheritances can provide incredible flexibility but without effective financial planning, you may miss some of the organized steps needed to get…
Have you ever dealt with two crying children on a ski slope? I had that experience recently, and it made me realize there are a lot of similarities between a family ski trip and investing. Here’s what I mean. Advice…
