Top 5 Blog Posts from 2021
We spend a lot of time researching topics throughout the year to share with you, and we thought you may be interested in reading our top 5 most read blog posts from 2021. Here’s our 5 most read posts from…
End-of-the-Year Financial Checklist
The end of 2021 is quickly approaching. Before your calendar is filled with holiday parties and finding the perfect gift for your next White Elephant gift exchange, here are some items you might consider before saying goodbye to 2021: …
Should You Rollover Your Retirement Plan While You Are Still Employed?
Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Keep reading to find out the difference between regular 401(k) distributions…
Are You Prepared Financially for a Divorce?
Divorce is one of life’s most challenging transitions. If you are recently divorced, currently going through a divorce or considering one, are you prepared financially? Unfortunately, divorce can bring many unpleasant financial surprises, particularly for women. Here are some items…
Chad Smith, CFP® Is Named One of Investopedia’s Top 100 Financial Advisors
Chad Smith, CFP® was selected as one of Investopedia’s 100 Top Financial Advisors of 2021. He is one of two financial advisors on this list from North Carolina. Chad was also selected in Investopedia’s 100 Top Financial Advisors of 2020,…
Financial Symmetry Promotes Colton Tickle to Portfolio Manager
Financial Symmetry is thrilled to promote Colton Tickle to Portfolio Manager. Our firm continues to grow, evolve, and expand to meet and exceed our service commitments to our clients. Heather Gudac says “Colton’s experience as our Trader has greatly prepared…
2021 InvestmentNews Best Places to Work For Financial Advisers
Financial Symmetry is honored to be recognized in the 2021 InvestmentNews Best Places to Work for Financial Advisers. Our dedication to enhance today and enrich tomorrow applies not only to financial well being, but also to the culture of positivity…
Inherited an IRA in 2020 or Later? Make Sure You Know the New Rule
While an inheritance can be a positive financial event, mourning the loss of a loved one and acclimating to your new financial situation can be one of life’s more stressful transitions. There are also potential pitfalls and opportunities to be…
Where to Save for Retirement When You’re Self-Employed
Saving for retirement can be daunting, especially when you run your own business. Many sole proprietors establish SEP IRAs to achieve tax deferred growth for retirement. If you work for yourself, a Solo 401(k) is another option to consider that…
Financial Symmetry Promotes Heather Gudac to COO
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…
