We spend a lot of time researching topics and discovering opportunities that our clients should be thinking about.
Many of these include ways to better optimize your financial situation so that it is structured as efficiently as it can be for your personal situation.
So we thought you may be interested in reading our top 10 most read blog posts from 2015 in case you missed any throughout the year.
10. Is Can I Retire Early the Right Question?
If you only had a quarter for all the times you’ve wondered if you could retire early. Wait, in that case there would be no need to worry. For the rest of us, it requires analyzing. Not only the numbers but also the reason.
Taking inventory of where you are, optimizing your future strategy and implementing a diligent review process is a great way to tweak some of the fearful behaviors that too often hold us back.
8. Celebrating 10 years at Financial Symmetry along with a Few Lessons
Last January Allison celebrated 10 years as a full time employee of Financial Symmetry. As she celebrated this milestone she took some time to reflect on the changes over the past decade, both personally and professionally.
7. Am I Saving Enough: Here’s How to Tell
During our first meeting, a 55-year-old couple asked, “How do you think we’re doing for people our age? Are we saving enough?” This is a good question, one I’m often asked. People want to know how they measure up.
6. A Financial Planner’s Estate Planning Journey
Planning for your demise ranks up there with enjoying a root canal. Even for financial planners, making decisions surrounding our own passing is challenging.
5. Why a Health Savings Account Might Be Your Best Retirement Account
HSA. For some, those letters look like the word “has” that was missed on the auto spell check. Actually, it stands for a health savings account and is a tax triple threat. Meaning, you get a front page tax deduction when depositing money, that money then grows tax-deferred, and you can pull the money out tax-free (assuming you have qualified medical expenses).
4. The Best Advice My Dad Ever Gave Me
In honor of Father’s Day, Chad shared how a single piece of advice has taught him multiple lessons through the years. His dad would remind me of it regularly, often as he was relaying a story from his own work day…“Your best asset is how well you communicate in front of people.”
3. How Much is a Financial Advisor Worth? Three Percentage Points According to Vanguard.
According to Vanguard, the leader in do-it-yourself (DIY) investing, they believe a financial advisor can add approximately three percentage points to a client’s investment returns per year.
2. Lessons from the Millionaire Next Door
Are people with a big house or fancy car wealthy? Many would say yes, but the best-selling book, The Millionaire Next Door, written by Thomas J. Stanley and William D. Danko twenty years ago proves these beliefs wrong.
1. 10 Quick Money Tips for the Young Professional / Recent College Graduate
Think long term, don’t live a celebrity lifestyle while you’re earning a modest income, create a budget and monitor it regularly, pay off all unnecessary debt, avoid accumulating unnecessary debt at all cost, set financial goals for your future, save for retirement, save for other future goals, find friends whose financial values align with yours, and start immediately.
You can sign up here now to get a weekly summary of our posts here so you don’t miss any in 2016 (right hand side of page after click).
Copyright: markusgann / 123RF Stock Photo
