Enhance Today | Enrich Tomorrow
There’s so much we can overlook with retirement plans. On this special Halloween-themed episode we’re sharing some retirement plan horror stories to avoid in your own wealth-building journey. Zombie plans Everyone knows that zombies are a slow-moving danger in horror…
It is that time of year again! As we approach the holiday season, many employers will open their employee benefits enrollment period for the year ahead. Are you prepared to take full advantage of the benefits that are offered? Beyond…
Below is a video of our Third Quarter 2023 Market Update. In the video we cover: Where we’ve been over 1, 5, and 10 years A reminder that there’s always a reason to worry Should you invest less in stocks…
If you are a long-time listener you know that we like to go through the nuances of financial planning that may be valuable to you. In this episode, we take a look at net unrealized appreciation (NUA). We walk through:…
At Financial Symmetry, our core values guide our company’s decision-making and drive our team toward excellent service to our clients. We have a formal process by which our employees can recognize each other when someone demonstrates excellence in representing our…
When it comes to the question of rolling over a 401K or 403B to an IRA, many people fear making mistakes. It’s true, that retirement account mistakes can be costly. On this episode, we’ll explore the options you have, the factors…
Warren Buffet has said, “investing is simple, but not easy.” If even the Oracle of Omaha admits that investing isn’t easy, what does that mean for the rest of us? And what happens when our very human tendencies collide with…
At Financial Symmetry, we firmly believe that our success is deeply intertwined with the growth and well-being of our team members. We are committed to investing in our people, nurturing their talents, and providing them with opportunities to excel. Financial…
When reaching out to a financial advisor, people are looking how to save more, invest better or reduce taxes. While a financial plan can be a great start in answering these questions, there are limitations to creating a one-time financial…
As of March 2023, the Center for Medicare Advocacy estimates that over 65 million Americans are enrolled in a Medicare plan. While many of us may be familiar with the general concept of Medicare and its importance when we turn…
