Have you made your 2017 Roth IRA (or traditional IRA) contribution? If you have not yet made the maximum contribution, and are eligible to make contributions, you still have time! Tax payers have until April 17th of 2018 to make…
2017 marks the tenth year that Financial Symmetry has helped raise funds for the O’Berry Center Foundation through the foundation’s annual Golf Tournament (you can read about previous years by clicking here and here). This year, Chad Smith, CFP®, Bill…
We spend a lot of time researching topics throughout the year to share with our clients. We thought you may be interested in reading our top 10 most read blog posts from 2016 in case you missed any that we…
Grace R. Kvantas of Financial Symmetry, Inc. in Raleigh, NC has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA). With membership, Kvantas becomes affiliated with an organization of more than 2,400 of the most‐qualified financial advisors in…
Cameron Hendricks of Financial Symmetry, Inc. in Raleigh, NC has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA) . With membership, Hendricks becomes affiliated with an organization of more than 2,500 of the most‐qualified financial advisors in the nation…
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes, Stitcher or Google Play. Links mentioned in the show are listed at the end of the article. As we…
Looking forward for 2016 contributions, the limits have stayed the same. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay raises often present an easy opportunity to increase your…
It’s a valid question. Your credit score is one of many metrics that is used to define your financial health, so it’s important to know how it’s calculated and the impact of a low score. When I was working as…
Putting our clients interests first is a cornerstone of our business. So we take great pride in becoming members of an association like NAPFA, that shines a light on the importance of being fiduciary professionals. Newest Advisor to join NAPFA Will…
Mike Eklund of Financial Symmetry, Inc. in Raleigh, NC has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA) . With membership, Eklund becomes affiliated with an organization of more than 2,400 of the most‐qualified financial advisors in the nation…
