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…
A big thank you to everyone that joined us for our 9th annual client appreciation event at the Durham Bulls game on June 12th! We were so glad that the rain held off and we could enjoy a cool June…
Rolling over your 401K is a complicated process so we brought in a few experts, Angela Keeley-White and Heather Gudac, that have helped our clients rollover hundreds of 401K’s. Understanding the unexpected roadblocks surrounding a 401K rollover is a…
For 2019, just about all 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…
The end of the year is quickly approaching, so we thought it would be fun to close out the year with our top 5 blog posts from 2018! Here’s our 5 most read posts from this past year, with an…
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…
