The rise of social media has brought with it many blessings and curses. Being connected allows us to keep in touch with old friends and establish connections with acquaintances who may one day become close friends or professional contacts. It…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. How you take your retirement pension can be a more consequential decision than many people realize. The debate over whether to take…
If you follow financial news at all you have probably heard the word “fiduciary” A LOT lately. This is good news as it means better advice for clients and fewer conflicts of interest for people giving advice, like us. This…
Delegation can improve your finances, reduce stress, and let you focus on what is most important to you. “The best executive is the one who has sense enough to pick good men to do what he wants done, and self-restraint…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. We are so excited to welcome back Cameron Hendricks to the Financial Symmetry Podcast! He is back to discuss the journey of…
As a financial planner I see many retirees make smart financial decisions and others make unfortunate, avoidable mistakes. Below is my list of the top 10 retirement mistakes to avoid. 1. No Retirement Plan Does a pilot fly solo or…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Real estate investing can be tempting for many reasons, but we often see an uptick in interest around the summer months. Families…
“I can’t afford to lose any money at this stage, I’m out of time.” This is a phrase we hear occasionally from clients in or on the cusp of retirement, though not as much lately in this raging bull market. …
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Everyone has a unique road to financial literacy. One common trait we all share is that we hope to pass our wisdom…
In an increasingly digital world, security of personal information remains in the forefront of our concern. Great emphasis should be placed on keeping your information safe and secure when navigating the internet. There are many benefits to conducting business online,…
Your financial fitness is a new metric designed by Financial Symmetry to help you better understand where you are with your finances, and how you can improve your situation. Our new ebook “6 Foundations of Financial Fitness” offers 6 articles that will put you on the right track toward financial health.