Will your retirement regrets list be full of “I wish I would have…!” What if you could use regrets of other retirees to change or improve your current course? Listening to the wisdom of those that have gone before you,…
Haley Modlin has recently met all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. Earning the CFP® certificate is the next step of Haley’s career at Financial Symmetry, as it allows her to…
How closely did you look at your Medicare premium notice letter this past December? If it mentioned an IRMAA adjustment, and you experienced a life-changing event, you may want to look again. There are a few steps you can take…
As we progress into the new year and approach tax filing season, there are several items related to your Pershing accounts we would like to bring to your attention. If you have a taxable brokerage account or made IRA withdrawals…
We normally hear some of these common questions: How do you invest at all-time high prices in the the stock market? Is now a good time to invest? Or what should I invest in? I don’t have a crystal ball…
It’s no secret that most of us don’t have the best track record of following through on New Year’s resolutions and goals. We aim high. We vow that this year we will be the best version of ourselves but as…
The SECURE Act is the biggest piece of retirement legislation to pass since 2006. On this episode, we discuss what the SECURE Act is and how it will affect you and your retirement plans. The acronym SECURE stands for “Setting…
For 2020, quite a few of the contribution limits have increased. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay raises often present an easy opportunity to increase your…
Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the past three years, living through the stress of the global financial crisis and market downturn…
Are you in the Social Security tax bubble? Tax rules are complicated enough, and Social Security benefits during retirement years add another layer of complexity. Your Social Security income can cause your actual tax rate to be much higher than…
