Enhance Today | Enrich Tomorrow
There are a lot of risks to having financial success. One risk is spending too much. Even spending an extra $5,000 per year over your sustainable spend rate can have a significant impact on your long term financial picture. Another…
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…
What would go through your mind if you were suddenly told by your doctor that you had two months to live? Would you be prepared? What would you do? How would you choose to live the remaining time that you…
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…
China has started 2016 off with a bang! Here’s what’s happened thus far. The Shanghai Composit Index (SCI) fell 11.96% during the week of January 1st through January 7th, making it the worst week in the history of the Chinese…
We all love a good vacation. When planning our vacations, we set expectations of the fun and relaxation that awaits us. But not all vacations end up that way. The key to a good vacation is being prepared and knowing…
There are a staggering number of financial scams in our society, and many are aimed toward taking advantage of the elderly. If you are senior citizen or have a loved one who is, it is important to familiarize yourself with…
Do a tax projection before year end. For most taxpayers it’s a matter of adding up income and subtracting personal exemptions and either standard or itemized deductions. Adjust tax withholdings for the end of the year on your paystub, or…
Thirty-one percent of non-retired respondents reported having no retirement savings or pension, including 19% of those ages 55 to 64 according to a recent survey by the Federal Reserve. Those are sobering statistics considering most individuals desire to retire in…
Our operations specialist, Grace Kvantas, was recently featured in InvestmentNews Magazine. The article explains how financial advisors can find and hire new talent since many financial advisors are nearing retirement and are unsure how to find someone younger to take…
