The Process
“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…
Author Archives: Cameron Hendricks
How to Start a Retirement Plan for Your Small Business
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…
What Happens When You Have No Estate Plan?, Ep #57
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…
What To Do When You’re Laid Off In Your 50s
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…
Donor-Advised Fund or a Private Foundation for a Charitable Giving Strategy
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….
The Power of Delegation
Delegation can improve your finances, reduce stress, and let you focus on what is most important to you. “The best executive is the one who has sense enough to pick good men to do what he wants done, and self-restraint…
Irreducible Uncertainty
Having a plan in place is the backbone of financial planning. Without it how do you make decisions? How do you know you aren’t paying more taxes than you have to? How do you know if you are financially able…
Do Millennials Have a Higher Net Worth Than Their Baby Boomer Parents?
Net Worth = Assets – Liabilities So where does our income fall in this equation? Depending on the earning years remaining, this could have a very large impact on Net Worth. A baby boomer in their late 50’s…
Top 10 Stories of 2016
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2016, and here is our view of the top 10 most memorable stories of the year. 1.Trump: In case you were living under a…
Election Results: Understanding Uncertainty
Certain uncertainty is the theme of the 2016 election results. In a historic election, Donald Trump will be our nation’s 45th President. Whether you are elated, disillusioned or disappointed, we can all agree that the results are surprising. While the…
