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…
Top 10 Economic Stories of 2015, Ep #3
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2015, and here are what we think the Top 10 Economic Stories of the Year have been: Fed Rate Increase On December 15, 2015…
2016 Contribution Limits
Looking forward for 2016 contributions, the limits have stayed the same. 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…
Do You Know How Your Credit Score is Determined?
It’s a valid question. Your credit score is one of many metrics that is used to define your financial health, so it’s important to know how it’s calculated and the impact of a low score. When I was working as…
Will Holt Becomes NAPFA Approved Fee‐Only Planner
Putting our clients interests first is a cornerstone of our business. So we take great pride in becoming members of an association like NAPFA, that shines a light on the importance of being fiduciary professionals. Newest Advisor to join NAPFA Will…
Mike Eklund Becomes NAPFA Approved Fee-Only Planner
Mike Eklund of Financial Symmetry, Inc. in Raleigh, NC has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA) . With membership, Eklund becomes affiliated with an organization of more than 2,400 of the most‐qualified financial advisors in the nation…
4 Ways to Go Broke in Retirement
A recent article featured on Yahoo! Finance discusses 4 ways to go broke in retirement. Many American’s may feel ready for retirement emotionally, but may not be financially. Here are 4 ways that you can go broke in retirement: Saving…
Holiday Scams to Avoid
This time of year is very common for scams and identity theft to occur. A recent article by USA Today, discusses 6 holiday scams to be aware of that are associated with the following: Computer hacks and card processors of…
