With April 15th behind us, now is the perfect time to review your tax return to see if there was anything you overlooked. Out of 131 million returns filed in 2014, the IRS projected that 5 million would need to amend…
Zeke Bridges is the Assistant Dean of Administration at Campbell University Law School. Triangle Business Journal honored Zeke by naming him as one of the top 40 professionals under the age of 40. He was recognized for his contribution to…
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2014, and here are what we think the Top 10 Economic Stories of the Year have been: 1. Falling Oil Prices There are few…
You know that feeling you get when you hear of the latest tech IPO? That whisper in your ear that says you know it’s going to be the next big winner. You pass on investing this time, because you were…
I was recently quoted in a News & Observer article on how credit cards can be used effectively by small business owners and their employees. While I agree that company credit cards are a useful tool that can provide flexibility…
The old defined benefit pension plan where your employer has made a pledge to contribute to your retirement in exchange for your hard work and loyalty is going the way of the pay phone. Or probably a better analogy is…
Deciding when to take Social Security benefits is unique because of the way the benefits may be taxed. There is a formula that the IRS requires Social Security recipients to use to determine if any of their benefits are subject…
The Affordable Care Act (aka Obamacare or ACA) will have a limited, if any, impact for most taxpayers. However, there are several items to be aware of when completing your tax return. 1) Itemized Medical Deduction There has been an…
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2013, and here are what we think the Top 10 Economic Stories of the Year have been:
Older workers who are using target-date funds as the primary vehicle for saving in their 401ks are facing a difficult reality. An article in Bloomberg’s Businessweek, titled Target-Date Funds’ Risky Balancing Act, discusses the problem that the current low interest…
