The Importance of Saving Early
Being a young couple in our 20’s, my husband and I were not very concerned about saving for retirement like we should have been once we graduated from college. We thought we had plenty of time to save, but the…
The Tooth Fairy is Rich!
What do you think is the average amount left by the tooth fairy? It’s a great time to be a kid with a loose tooth, because the answer is $3.70, according to a recent survey by Visa. This number varies…
Will Holt CFP® quoted in the News & Observer
Financial Symmetry advisor Will Holt, CPA, CFP®, was recently quoted in Raleigh’s News & Observer in an article titled What to Save, and When. Holt was one of a few local financial planners asked to give some general tips on…
Why you need a Financial Plan
Do you ever ask yourself, “At what age can I retire?” Or, “Am I saving enough to help pay for my child’s college education or buy a new home?” These are financial goals and the best way to answer these…
5 College Planning Myths
This month’s issue of Money magazine features an article entitled Busting the 5 Myths of College Costs. The landscape of saving and ultimately paying for college has been constantly changing over the past several years and it is important to…
FSI brings their A-game to the 2013 Golden on the Green
For the past eight years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green. The tournament, which has been an annual event held at River Ridge Golf Course for the…
Planning the End of Your Life
We are an aging population in the US. In 2009, there were 39.6 million people over the age of 65. In 2030, there is expected to be 72 million in that age bracket which will be about 19% of the…
First Mortgage? Here is What You Need to Know
Are you buying your first home? While it’s an exciting time in your life, the mortgage process can be intimidating. The following are the steps and what you can expect: Step 1: Select a broker Once your offer on a…
It’s That Time Again…
Just get back from vacation? Planning a vacation soon? Know how you’re doing with your budget this year? Most people’s response is “No.” Now is most likely not the time you are thinking about your expenses or motivated to check-in on…
What are Healthcare Savings Accounts?
With the Affordable Care Act (“Obamacare”) becoming law in 2014 it is expected Healthcare Savings Accounts (HSAs) will get more attention. An overview of HSAs are detailed below in the article from the Financial Planning Association®, but in summary if…
