Financial Symmetry is thrilled to promote Heather Gudac to Chief Operating Officer. Our firm continues to grow, evolve, and expand to meet and exceed our service commitments to our clients. “The growth of Financial Symmetry is an intentional effort to…
For 2021, only a couple of the contribution limits have increased. 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…
What a year 2020 was. A roller coaster of fear and surprise. But one bright spot happened late in the year when one of our advisors, Chad Smith, CFP® was selected as one of Investopedia’s 100 Top Financial Advisors of…
The end of the year is quickly approaching, and after an unforgettable year we wanted to recap our top 5 blog posts from 2020! Here’s our 5 most read posts from this past year: 1. Should I Make a Roth…
For 2020, quite a few of the contribution limits have increased. 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…
Gone are the days when your biggest telephone worry was getting an annoying telemarketing call. As new technology is developed, unfortunately, new scamming techniques come with it, including a recent influx of text message scams. While you should always be…
Niamh Douglas has joined FSI as our newest Client Service Associate, and we are excited to welcome her to the team! She graduated in May 2019 from Appalachian State University with a degree in finance and banking. She joined our…
Allison Berger is the Academic Outreach Coordinator for the NAPFA South Region Board. She is responsible for being the liaison between Financial Planning programs at colleges and NAPFA. Her role is to communicate with Finance Departments and coordinate speakers at…
Sam Knighton has joined FSI as our administrative assistant, and we are excited to welcome her to the team! She previously has held roles as a Medical Assistant and Clinical Coordinator. Sam grew up in Selden, New York where she…
Last month, Financial Symmetry had our “bring your kids to work day!” It was a fun day right before the 4th of July holiday, where we had about 20 kids in attendance of all ages. Working with hundreds of families…
