The Time to Move
Earlier this year I posted about celebrating 10 years at Financial Symmetry. I also noted that my husband and I celebrated our 10 year wedding anniversary. This fall we would have also celebrated 10 years in our home, but it…
Lower Stock Market Means Higher Future Returns
The stock market movements over the past week have prompted many investors to ask how to protect themselves in a falling market. While market drops are unsettling, they typically do not warrant a change to your long-term strategy. When prices…
Financial Symmetry Family Day
On Tuesday July 14th Financial Symmetry invited children and spouses to join us for a Family Day celebration. The event allowed children of Financial Symmetry staffers to visit where their parents work while also learning a little bit about money…
Looking for Social Security Advice? Pass the salt…
It’s always great working with clients who have saved diligently for retirement. Ample savings coupled with a long life expectancy in many cases argues for delaying social security benefits until age 70 to maximize your lifetime payout. This strategy can…
Life, Money, & Toys
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…
The Best Laid Plans
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…
Celebrating 10 years at Financial Symmetry along with a Few Lessons
This January I celebrated 10 years as a full time employee of Financial Symmetry. Life has been moving so fast recently I wouldn’t have even realized it had Linkedin not sent me a notification. Interestingly enough I will also celebrate…
The Top 10 Economic Stories of 2014
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2014, and here are what we think the Top 10 Economic Stories of the Year have been: 1. Falling Oil Prices There are few…
Holiday Scams to Avoid
This time of year is very common for scams and identity theft to occur. A recent article by USA Today, discusses 6 holiday scams to be aware of that are associated with the following: Computer hacks and card processors of…
Determining Your Asset Allocation
In a previous post we noted that the research on Gamma identifies 5 financial planning strategies that add to retirement income. The first of these is Total Wealth Asset Allocation. The simplest definition of this is using a client specific…
