Enhance Today | Enrich Tomorrow
For the past several years, Financial Symmetry has sponsored and participated 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 past 10 years, benefits…
Financial Symmetry, Inc. has recently promoted Heather Gudac to Operations Manager. Upon graduation from NC State University with a B.S. in Business Management – Finance, Heather joined Financial Symmetry, Inc. (FSI) as their Operations Specialist and Office Manager in 2008….
Many of our clients ask us, “is there a better way to track our budget?” Our answer: “Yes!”
Tax payers have until April 18th of 2011 to make their Roth contributions for the 2010 tax year. If you are within the income limitations to make contributions, a Roth IRA is an excellent investment account as investment growth is tax deferred and withdrawals in retirement can be tax free.
At Financial Symmetry, we can help you decide on what to do with your inactive qualified plan and multiple IRA accounts. Whether you are changing jobs, entering retirement or simply wanting to consolidate your accounts, we can help you with each step of the rollover process.
Bill Ramsay, CFP®, recently participated in his fourth Triangle Business Journal roundtable event. The 2010 Financial Roundtable: Top Triangle Investors Dissect the Market was held…
Financial Symmetry Supports Local Golden Retriever Rescue Charity
Many of us are familiar with inflation. But what about deflation?
With the end of the first quarter of 2010 behind us, now is a great time to review your budget. When checking up on your budget, it is important to look over a specific amount of time for comparisons to…
In response to the many fears and uncertainties that arose during the economic crisis, The National Association of Personal Financial Advisors (NAPFA) Consumer Education Foundation sponsored multiple financial advice events around the country as part of the “Your Money Bus”…
