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:  …

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…

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…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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