Enhance Today | Enrich Tomorrow
Mike Eklund, CRPC®, will begin advising clients of Financial Symmetry. Mike joined Financial Symmetry’s team in September of 2012 after making a career transition from the banking industry to personal financial planning. His new responsibilities will include: Working with existing…
On Friday, April 26th, we hosted our Third Annual Client Appreciation Night. Almost 150 of our clients and their families enjoyed a night of good food, conversation and baseball as the Durham Bulls took on the Toledo Mud Hens. It…
On Thursday, February 7th, Kiplinger teamed up with the National Association of Personal Financial Advisors (NAPFA) and the NAPFA Consumer Education Foundation to answer retirement and financial questions. The program was called “Jump-Start Your Retirement Plan Days.” Financial Symmetry partner Allison…
Have you made your 2012 Roth IRA contribution? If you have not yet made the maximum contribution, you still have time! Tax payers have until Monday, April 15th of 2013 to make their Roth contributions for the 2012 tax year….
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2012, and here are what we think the Top 10 Economic Stories of the Year have been: (Click the plus (+) symbol to expand…
One of our favorite events every year is the O’berry Center Foundation Golf Tournament. Serving 67 North Carolina counties, the O’Berry Center Foundation strives to improve the quality of life for persons with developmental disabilities. The foundation was founded in 1990,…
For the past seven years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green. The tournament, which has been an annual event held at River Ridge Golf Course for the…
There are a few upcoming deadlines that may apply to you or your retirement accounts. If you have questions about these dates, please feel free to contact us or your tax professional. September 30th: Last day to pay off (or…
Just get back from vacation? Planning a vacation soon? Know how you’re doing with your 2012 budget? I bet your last response is “No.” Now is most likely not the time you are thinking about your expenses or motivated to…
On Saturday, May 19th, the team at Financial Symmetry hosted their Second Annual Client Appreciation Night. Over 100 of our clients and their families enjoyed a night of good food, conversation and baseball as the Durham Bulls took on the…
