Anchoring to an Arbitrary Dollar Amount

The behavioral and emotional side of financial planning takes precedence when planning for our future. I see this play out frequently in the form of anchoring to a perceived value we’ve grown accustomed to, based on prior experience. This “value”;…

Debt Ceiling Déjà Vu

Here we go again.  Republicans and Democrats are squaring off over whether to raise the debt ceiling.  The country is facing a partial government shutdown if Congress fails to act by midnight on September 30th.  Only essential services – national…

Everything You Need to Know About Roth IRAs

A Roth IRA is an individual retirement account that allows for tax free growth of retirement funds. While you receive no tax benefit or deduction at the time of contribution, you have the opportunity to withdrawal your funds without any…

Tika Childs and Arthur Vernooij Join Financial Symmetry

Financial Symmetry is thrilled to welcome Tika Childs, Administrative Assistant, and Arthur Vernooij, Client Service Associate, to our team! Tika brings a warm presence to our office and uses her exceptional organizational skills to keep our office running smoothly.  She…

Stop the Show!

How flexible is your retirement income strategy?  When I think about retirement income I always remember Jerry’s Nana on Seinfeld who lived on a “very fixed income.”  She sent Jerry a check for $10 every year on his birthday which…

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