Enhance Today | Enrich Tomorrow
So, you realized you contributed too much to your Health Savings Account. The good news is this can be remedied, but you will need to follow several steps and act quickly as there is a deadline before additional taxes may…
We all have visions of our ideal retirement, and none of them include a terminal illness. However, sometimes life has other plans. Today, we are discussing the top concerns that are often overlooked for those facing a terminal diagnosis. This…
Financial Symmetry is very proud to announce that Emma Turner has successfully earned the Financial Paraplanner Qualified Professional SM (FPQP®) designation from the College for Financial Planning. Emma joined FSI as a Wealth Management Intern in 2019 and moved into…
Retirement rules of thumb can give you a false sense of security. Today you’ll learn why you should second guess these 4 commonly referenced retirement rules. In this episode, we’ll discuss: what these rules are where they came from why…
Allison Berger, CFP® and Chad Smith, CFP® were both selected as one of Investopedia’s 100 Top Financial Advisors of 2022. They are two of the five financial advisors on this list from North Carolina. Allison Berger, CFP® says “I’m honored…
What if you could take action now so that you have significantly more tax-free savings to utilize in retirement? On this episode, we’ll take a look at an often misunderstood tax planning opportunity. The Roth conversion is a tool that…
If you have received a diagnosis of advanced stage cancer or another terminal illness, first, we are very sorry to hear that you are going through this. Feelings of overwhelm, fear, panic and anger are all normal during this time….
Have you ever wondered how your retirement preparations compare with others? This is a common question that we hear as financial advisors. On this episode, we’ll take a look at data from a recent study about the 4 types of…
Which retirement stage are you in? Spoiler alert: the stages begin before you are retired. You’ll also be surprised by some of the stats we uncover as we dissect findings in the latest Age Wave study on retirement. We’ve had…
Financial Symmetry is thrilled to promote Sam Knighton to Client Service Associate. Sam joined our team in 2019 as our Administrative Assistant and after maternity leave transitioned into a virtual admin role in 2021. Sam brings a focused, compassionate approach…
