In times of crisis and uncertainty, the potential need to access our savings seems to rise to the forefront. However, many of the accounts that we utilize for our savings are tied to certain restrictions. For example, the age 59.5…
With my twin boys set to turn 2 here in a few weeks, my wife and I were just discussing how quickly the years go by and not wanting to miss the opportunity to take vacations together as a family…
How do you make financial decisions? Most people have trouble articulating their framework for making financial decisions. It begins with finding a healthy balance between spending and saving. Sounds easy right? But there are thousands of decisions involved in setting…
Over the past few years IBM, Lenovo, NetApp, Cisco, BASF and GSK among others have announced layoffs for employees in The Research Triangle Park (RTP). While being laid off at any age or stage in your career can come as…
Nobody likes to talk about the two certainties of life: death and taxes. So much so that we delay important decisions on how to deal with our assets for our heirs. On this episode, Cameron Hendricks and Grayson Blazek…
Many companies use non-cash compensation in the form of company stock to reward and incentivize their employees. A common example of this in the Triangle/RTP area is Restricted Stock Units (RSUs) which can provide employees with a potentially fortuitous liquidity…
“You have a goal, you have a vision for what you want to accomplish and then you define exactly what you have to do to accomplish that. That’s what I call the process” A quote from Nick Saban, the head…
For the typical small business owner that has between 2 and 100 employees you basically have two primary options: 401(k) or SIMPLE IRA. Both have pros/cons, but I’ll cover the highlights here: 401(k) Can be higher cost and require more…
Do you know what the number one most avoided financial subject is? On this episode of The Financial Symmetry Podcast, we are diving deep into estate planning where you’ll learn why it is so avoided and why you really shouldn’t…
Typically we see clients approach charitable gifting in one of two ways: Giving cash Giving appreciated stock While both are good options, there are often times, where a more advanced gifting strategy may be appropriate for those prioritizing charitable giving….
