Enhance Today | Enrich Tomorrow
When reaching out to a financial advisor, people are looking how to save more, invest better or reduce taxes. While a financial plan can be a great start in answering these questions, there are limitations to creating a one-time financial…
What if one of these ten tax tools could be the opportunity that you’ve been missing? If you are looking to increase your wealth over your lifetime you’ll want to ensure that you have the best tax planning strategies in…
If you’ve been offered stock options, you’ve probably wondered how you should best handle them. This starts with understanding what they are and the rules and regulations around exercising and selling them. Why Do Companies Use Stock Options? Companies use…
From data breaches to text messages, emails, and phone calls, scammers are always looking for new ways to scam you out of your savings. Financial fraud can devastate retirement plans, so it’s important to stay one step ahead of scammers…
Financial Symmetry has covered several current events on our blog throughout 2021, and here are what we think the Top 10 Economic Stories of the year have been: 1. Social Security to increase COLA at highest rate since 1981 Written…
Here we go again. Republicans and Democrats are squaring off over whether to raise the debt ceiling. The country is facing a partial government shutdown if Congress fails to act by midnight on September 30th. Only essential services – national…
Stock options can be one of the most lucrative benefits of your job, but they can also be a tax land mine. Our resident tax professional, Will Holt, joins us this week to help you build a framework to consider…
Is now a good time to buy rental real estate? According to Zillow, a $235k home bought five years ago in Raleigh is now worth $335k. That’s a 43% increase! Like much of the country, home buyers in the triangle…
Most taxpayers no longer take the itemized deduction since the passing of Tax Cuts and Jobs Act of 2017. The TCJA effectively doubled the standard deduction raising a much higher bar to clear before medical costs, mortgage interest, state and…
Have you wondered if a Roth IRA Conversion will save you more in taxes? 2020 has offered a unique opportunity for some taxpayers to capitalize by making a Roth conversion. This is because the CARES Act allowed for a required…
