Enhance Today | Enrich Tomorrow
Do you know what the number one most avoided financial subject is? On this episode of The Financial Symmetry Podcast, we are diving deep into estate planning where you’ll learn why it is so avoided and why you really shouldn’t…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Real estate investing can be tempting for many reasons, but we often see an uptick in interest around the summer months. Families…
Who will get to read your emails and blog posts when you die? Can my kids get copies of my digital photos and mp3 music files after I pass away? The North Carolina legislature recently answered that question by passing…
If you’re like most people you have a “set it and forget it” mindset when it comes to estate planning. You set up plans and documents years ago but haven’t looked at them since. Or, maybe you don’t have them…
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Music legend Prince died at age 57 this year, shocking fans everywhere. With no current wife or children, he…
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…
Planning for a Second Marriage Should Sally sell one or both of her homes? Should Frank sell his home? Who should be the beneficiary on Frank’s 401k? Do they need to redo their wills? What tax implications will they have…
When Congress left town on Christmas Eve, it failed to address a major issue – the repeal of the federal estate tax…
As 2024 comes to a close, it’s easy to get swept up in the holiday rush. Before your calendar fills with gatherings and gift exchanges, here’s a financial checklist to help you wrap things up and start the new year…
