Quicken Your Budgeting Skills

As many of you know, it can be hard to create a budget and even harder to stick to it. To do so, we generally recommend using software like Quicken that is designed specifically for expense tracking.

Will Holt Earns CFP Certification

Financial Symmetry Inc. is proud to announce that Will Holt, CPA, has earned the CFP® designation. Congratulations Will! The following is Will’s recent letter to our clients announcing his achievement. When I joined Financial Symmetry a little over three years…

Elderly Fraud

Avoiding Elderly Fraud

Elderly fraud continues to be a major obstacle for today’s senior citizens. This is why it’s essential to do our best to spread awareness and provide tips of how to avoid these scams in the future. One of our partners,…

Motivation for Financial Fitness

Finding the motivation to save can be just as difficult as motivating yourself to diet and exercise. In both cases you know the outcome will be worthwhile — financial security and better health. However, taking the steps to get there is easier said than done.

Be a Savvy Grocery Shopper

With the price of consumer goods increasing, Financial Symmetry would like to pass along a few money-saving tips that can help you trim your grocery bill, as well as help to find savings at restaurants.

Winter 2009 – How We See It

While 2008 began with falling home prices, rising energy costs and unemployment, few could have predicted the severity of the financial crisis that would unfold as a result of the over-investment in housing and creative financing that took place over the last several years.

Gameplan for Difficult Times

News items from the 1974 recession are strikingly similar to today’s headlines. So we thought it would be helpful to take a look at stock market results for the 10 years before the depths of that recession, and 10 years following.

Banking Mortgage Mess and Financial Crisis

We are in the midst of the worst crisis of confidence in our financial system since the 1930s. In a very real sense, currency is based upon trust between people, so this means that we are not trusting each other. The fault and blame is clearly not limited to any one group.

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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