Enhance Today | Enrich Tomorrow
Think back to those wonderful days leading up to your graduation. Your time was likely spent attempting to secure a job, celebrating with friends and family and receiving gifts. But how many of those we’re memorable? How would you’ve liked…
When signing up our daughter for soccer, I immediately began daydreaming about how she would dominate all the other 5 year-olds on the field. Not sure why my imagination started there, but expectations were sprouting before I knew it. I…
What if you could save an additional $1,500 each year? After 30 years you would have $119,000, assuming the money was invested and you got a 6% return. That $1,500 each year — just $125 a month — can add up to…
I’m not sure about you, but we haven’t met many people that wouldn’t love to lower their tax payments. As we move in to the heart of tax season, do you find yourself wondering every year around this time, what other…
So many of us get charged up and rattle off an impressive list of goals but then struggle to follow through. The disconnect between creating and accomplishing is where life change gets stuck. Months pass and we realize our lives are…
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2015, and here are what we think the Top 10 Economic Stories of the Year have been: Fed Rate Increase On December 15, 2015…
We spend a lot of time researching topics and discovering opportunities that our clients should be thinking about. Many of these include ways to better optimize your financial situation so that it is structured as efficiently as it can be…
During our first meeting, a 55-year-old couple asked, “How do you think we’re doing for people our age? Are we saving enough?” This is a good question, one I’m often asked. People want to know how they measure up. They…
It’s autumn, which means that football season is in full swing, the leaves are turning colors, and employees throughout the country are taking part in open enrollment. Many are deciding, among other choices, whether to select a health savings account (HSA)…
Maybe you’ve had a similar conversation. While listening you hear, “I got a flier in the mail inviting us to a free lunch where we can hear how to get a guaranteed X% return on our portfolio.” I also remember hearing the wisdom from…
