Enhance Today | Enrich Tomorrow
The start of a new year is often when we tell ourselves “This year I am going to [insert resolution here].” Maybe last year you decided to really start tracking your expenses (you know, with a budgeting tool, like Mint.com…
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2013, and here are what we think the Top 10 Economic Stories of the Year have been:
Older workers who are using target-date funds as the primary vehicle for saving in their 401ks are facing a difficult reality. An article in Bloomberg’s Businessweek, titled Target-Date Funds’ Risky Balancing Act, discusses the problem that the current low interest…
2013 marks the sixth year that Financial Symmetry has sponsored the O’Berry Center Foundation Golf Tournament. This year, Chad Smith, CFP®, and Bill Ramsay, CFP®, participated in the Foundation’s 21st annual event on October 2nd. Serving 67 North Carolina counties,…
Much of the advice you hear surrounding 529 accounts stresses the importance of saving in these accounts for tax-advantaged savings toward college costs. But, when it comes time to make withdrawals from the account, there are a few pitfalls you…
Education costs can be one of the most significant and daunting expenses that ever cross a parent’s path. According to a recent study by Fidelity, most families are “…on track to meet just one-third of their college savings goals.” This…
The Certified Financial Planners Board and the Consumer Federation of America performed a research study earlier this year involving a sample of 1,002 household financial decision makers nationwide which included 60 financial planning related questions. With their results they have…
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…
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…
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…
