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…
Our 9th Annual Client Appreciation Event
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…
Unlocking the Secrets to a Successful 401k Rollover, Ep #85
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…
2019 Contribution Limits
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…
Top 5 Blog Posts from 2018
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…
Checking in on Your 2017 Retirement Contributions
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…
FSI Sponsors 25th O’Berry Center Annual Golf Tournament
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…
Top 10 Most Read Posts of 2016
We spend a lot of time researching topics throughout the year to share with our clients. We thought you may be interested in reading our top 10 most read blog posts from 2016 in case you missed any that we…
Grace Kvantas Becomes NAPFA Approved Fee-Only Financial Planner
Grace R. Kvantas of Financial Symmetry, Inc. in Raleigh, NC has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA). With membership, Kvantas becomes affiliated with an organization of more than 2,400 of the most‐qualified financial advisors in…
Cameron Hendricks Becomes NAPFA Approved Fee-Only Planner
Cameron Hendricks of Financial Symmetry, Inc. in Raleigh, NC has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA) . With membership, Hendricks becomes affiliated with an organization of more than 2,500 of the most‐qualified financial advisors in the nation…
