Enhance Today | Enrich Tomorrow
Retirement rules of thumb can give you a false sense of security. Today you’ll learn why you should second guess these 4 commonly referenced retirement rules. In this episode, we’ll discuss: what these rules are where they came from why…
Do you have an estate plan? Is it up to date? Was it prepared by an estate planning professional? If you answered “no” to any of these questions, you need to listen to this episode. Today on the show,…
Deciding to retire is just the beginning of your retirement decision-making. From tax planning to social security decisions, finding the best strategies for your retirement years requires regular analysis. If you have any questions about transitioning into retirement, send…
Financial Symmetry has covered several current events on our blog throughout 2021, and here are what we think the Top 10 Economic Stories of the year have been: 1. Social Security to increase COLA at highest rate since 1981 Written…
The behavioral and emotional side of financial planning takes precedence when planning for our future. I see this play out frequently in the form of anchoring to a perceived value we’ve grown accustomed to, based on prior experience. This “value”;…
Equity compensation has increasingly been used as part of tech employee’s annual compensation. The most popular form we see are Restricted Stock Units (RSUs). They’re also one of the easiest methods to understand as they are essentially W2 income. RSUs…
It’s always fun to peek behind the curtain and see the strategies and process people use for their decision making. During this conversation, we review some of my core beliefs on how I manage my own money including: Financial decisions…
Estate planning is one of the most overlooked and procrastinated upon areas of financial planning. But when thinking about receiving an inheritance, advanced planning can provide smoother and more beneficial transitions. While your legacy is important, it doesn’t generally…
I was reminded over the weekend while listening to a sermon series of a phrase I’d heard a couple years ago: “Row the Boat” I’m sure the phrase has been around for a while, but I associate it with the…
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…
