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…
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…
Estate planning in your 20’s probably isn’t something you’ve considered too much especially if you are single or a married with no children. However, this may be a mistake and is often a misconception that you don’t need estate planning…
Below is an excerpt from Chad Smith, CFP® who wrote about his own estate planning experience as someone in their 30’s: Our conversations started with the simple goal of establishing a guardian for our children to assure our assets could…
