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Check out our latest articles on financial and tax planning, investment strategy, and estate topics impacting your wealth building journey

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How Much Should You Be Saving in a 529 Plan?
Podcast
September 9, 2025

Smart Strategies for Funding Your Child’s College Education with a 529 Plan, Ep #247

Alternative Assets in Your 401k
Podcast
August 26, 2025

How to Decide About Adding Private Equity or Cryptocurrency to Your 401k? Ep #246

Which Roth Account Is Right for You?
Podcast
August 12, 2025

Which Roth Account Is the Right Scoop for You? Ep #245

Adding a Legacy Contact to Your Cell Phone
Take Charge of your Finances
August 4, 2025

Adding a Legacy Contact to Your Cell Phone

The Power of Human Ingenuity
Market Outlook
August 1, 2025

The Power of Human Ingenuity

2025's Market Surprises
PodcastMarket Outlook
July 28, 2025

Making Sense of 2025’s Market Surprises, Ep #244

Company News
July 21, 2025

A Summer of Reflection, Gratitude, and Purposeful Growth

Breaking Down the Big Beautiful Bill
Podcast
July 15, 2025

Breaking Down the Big Beautiful Bill, Ep #243

Financial Tips for Women: Be an Intentional Spender
Take Charge of your Finances
June 30, 2025

Financial Tips for Women: Be an Intentional Spender 

The Hidden Cost of Cash
Podcast
June 24, 2025

The Opportunity Cost of Holding Too Much Cash, Ep #242

Celebrating 20 Years With Allison Berger
Company News
June 18, 2025

Celebrating 20 Years with Allison: A Legacy of Leadership, Empathy, and Empowerment 

Creating a Pipeline of Growth and Purpose to Develop a Better Client Experience
Podcast
June 11, 2025

Creating a Pipeline of Growth and Purpose to Develop a Better Client Experience, Ep #241

Identity Theft Prevention
Take Charge of your Finances
June 9, 2025

Identity Theft Prevention

Inheriting a Traditional or Roth IRA
Take Charge of your Finances
June 4, 2025

Inheriting a Traditional or Roth IRA in 2025: What You Need to Know

Spotlight on Chad's Legacy at Financial Symmetry
Company News
May 27, 2025

Celebrating 25 Years of Dedication: Honoring Chad’s Legacy at Financial Symmetry 

Should You Claim Social Security at 62?
Podcast
May 22, 2025

When Should You Claim Social Security? 3 Decisions to Consider, Ep #240

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