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…

2021 Contribution Limits

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…

Top 5 Blog Posts from 2020

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…

2020 Contribution Limits

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…

Be on the Alert for New Text Message Scams

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 Joins Financial Symmetry

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 Joins the NAPFA South Region Board

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 Joins Financial Symmetry

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…

Bring Your Kids to Work Day

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…

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