Account Consolidation

A recent article on Yahoo! Finance lists four retirement regrets and costly mistakes that you should avoid. One of these mistakes is having too many accounts. ‘The most I’ve seen is 16 different retirement accounts at different institutions. It becomes…

FSI Tees Up for Golden on the Green

For the past nine years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green.  This tournament, which has been an annual event held at River Ridge Golf Course for the past…

FSI sponsors O’Berry Center Annual Golf Tournament

2013 marks the sixth year that Financial Symmetry has sponsored the O’Berry Center Foundation Golf Tournament. This year, Chad Smith, CFP®, and Bill Ramsay, CFP®, participated in the Foundation’s 21st annual event on October 2nd. Serving 67 North Carolina counties,…

The Importance of Saving Early

Being a young couple in our 20’s, my husband and I were not very concerned about saving for retirement like we should have been once we graduated from college. We thought we had plenty of time to save, but the…