The Importance of Financial Planning
Do you have a mapped-out plan for your future? Do you know the best steps to take to achieve your goals? In a world in which 75% of America is winging it when it comes to their financial future, a…
Save More Time & Money During Back to School Time This Year, Ep #93
Are you looking for money and/or time-saving tips now that the summer is over and the kids are back to school? Summer can always feel expensive with summer camps, vacations, and then back to school shopping. With fall approaching…
Sam Knighton Joins Financial Symmetry
Sam Knighton has joined FSI as our administrative assistant, and we are excited to welcome her to the team! She previously has held roles as a Medical Assistant and Clinical Coordinator. Sam grew up in Selden, New York where she…
Are you a Spite Spender?
As parents of young children, Grace and I were recently discussing the negotiation tactics between spouses for time away from the family. This can be something as simple as heading out for a yoga class or having dinner with a…
Creating a Framework for Making Financial Decisions, Ep #92
How do you make financial decisions? Are you intentional with your money? Most people have trouble articulating their framework for making financial decisions. It begins with finding a healthy balance between spending and saving. After these short-term decisions, examining your…
The Uncommon Average
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual return of around 10% since 1926.[1]…
Your Retirement Secret Weapon: The Mega Backdoor Roth, Ep #91
The Mega Backdoor Roth IRA could be the secret weapon you have yet to use in your retirement saving strategy. If you consider yourself a super saver, looking for alternative ways to save tax efficiently, this could be a great…
Team Work Makes the Dream Work
Our team recently celebrated National Intern Day—and with that, we reflected on how we’ve built our team over the years. The majority of Financial Symmetry’s employees began their careers with us as an intern, and several are now CFP® professionals…
Bring Your Kids to Work Day
Last month, Financial Symmetry had our “bring your kids to work day!” It was a fun day right before the 4th of July holiday, where we had about 20 kids in attendance of all ages. Working with hundreds of families…
Capital One Data Breach: How to Protect Yourself and Your Assets
Capital One is the latest financial institution effected by a data breach. You can watch Allison Berger discuss this data breach on Spectrum News by clicking here. This penetration was masterminded by a former Amazon Web Services employee. Millions of…
