Enhance Today | Enrich Tomorrow
Around this time of year, we often have clients who find themselves in the giving spirit of Christmas. Along with increased charitable giving, clients will start thinking about gifts that will leave a lasting impact on their children or grandchildren….
About 4 years ago I brought home my first puppy – a 6 week old black lab named Charlie (Charles). I had always grown up with dogs and figured I knew how to take care of them financially. So I…
Have you heard the City of Orlando’s recent advertisement on the radio where they emphasize the month of September as their best kept secret? At this point in the year many children are back in school and not visiting Orlando’s…
Many of us will temporarily move ourselves for a week to the beach, mountains, or any other vacation spot during summer months. In addition to these summer trips, many of us will be on the move from our permanent residence, which…
Did you notice the Social Security tax you paid on your return this year? While not all of the benefits are taxable, up to 85% can be. You can see this on the front page of your Form 1040 of your tax return on…
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2013, and here are what we think the Top 10 Economic Stories of the Year have been:
The Certified Financial Planners Board and the Consumer Federation of America performed a research study earlier this year involving a sample of 1,002 household financial decision makers nationwide which included 60 financial planning related questions. With their results they have…
