Enhance Today | Enrich Tomorrow
An important part of our job at Financial Symmetry (FSI) is spending time on research for our investment strategy. On average, every employee spends 8-12% of his or her time on investment research which has benefited our clients over the…
Many see these letters and think, what are they? Others confuse the two, and think HSA and FSA are the same type of account. Health savings plans and flexible spending accounts become accessible to you based on what kind of…
Yourself? Your retirement accounts? Somebody else? I recently came across an article by USA Today discussing a survey that indicates Millennials and Gen X individuals are worried about their finances when they reach their retirement years. From the article an…
We all love a good vacation. When planning our vacations, we set expectations of the fun and relaxation that awaits us. But not all vacations end up that way. The key to a good vacation is being prepared and knowing…
With April 15th behind us, now is the perfect time to review your tax return to see if there was anything you overlooked. Out of 131 million returns filed in 2014, the IRS projected that 5 million would need to amend…
Do you remember how you felt upon finding out you were having a baby? Our journey began 5 years ago. We were filled with the excitement of all new parents. My wife even recorded my reaction when she told me she…
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…
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…
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…
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.
