What If I Lose It All?
The transition to retirement can be an exciting time. Shifting to additional leisure and time for the things you enjoy is a positive change for many. But it can also be quite scary. Now more than ever, retirees are reliant…
Blog
Sold Your Business, Received an Inheritance? Here’s the Next Steps Ep #82
You’ve just sold your business. Or maybe you received an inheritance. Making decisions on how to handle the lump sum proceeds can be paralyzing. We all have that fear of making a mistake with the money and when the…
Employee Spotlight: Christian Polanco
Christian Polanco joined our team in January 2019 as one of our Client Service Associates. He is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our…
Employee Spotlight: Garrick King
Garrick King joined our team in December 2018 as one of our Client Service Associates. He is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our…
Employee Spotlight: Catherine Tillery
Catherine Tillery joined our team as our tax planner at the end of 2018. She works closely with our Advising team and tax consultant to take advantage of tax efficiencies for our Continuous Service clients. Catherine also prepares our client’s…
Everything You Need to Know About the New Federal Tax Forms, Ep #81
Have you checked out the new federal tax forms? Waiting until the last minute to prepare your taxes this year will leave you surprised. With the new tax code, it’s a good idea to give yourself plenty of time…
Navigating Healthcare Between Retirement and Medicare
Are you planning to retire prior to turning 65? If so, have you developed a plan to maintain healthcare coverage between your retirement date and Medicare? If you don’t have access to retiree health coverage through your employer, there are…
How Do Millionaires Spend Their Time?, Ep #80
It wasn’t that long ago that the most popular television show in America was named “Who wants to be a Millionaire?” Before that, in the 1980s, we were enamored with “Lifestyles of the Rich and Famous.” There’s something about the…
Grace Kvantas, CFP® becomes Partner at Financial Symmetry
Grace Kvantas, CFP® has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and comprehensive wealth management firm. Bill Ramsay, CFP®, Founder and President of Financial Symmetry states “Clients first is a foundational principle of…
What to Do When Your RSUs Vest
Many companies use non-cash compensation in the form of company stock to reward and incentivize their employees. A common example of this in the Triangle/RTP area is Restricted Stock Units (RSUs) which can provide employees with a potentially fortuitous liquidity…
