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…
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…
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….
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…
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…
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…
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…
