Enhance Today | Enrich Tomorrow
You may have caught a headline or heard some murmurers from colleagues about I Bonds and their currently high interest. If so, you’ve likely wondered how they have that interest rate in this market environment or if you should be…
Do you have an estate plan? Is it up to date? Was it prepared by an estate planning professional? If you answered “no” to any of these questions, you need to listen to this episode. Today on the show,…
Financial Symmetry is pleased to welcome Haley Modlin, CFP® to our shareholder group. Since beginning her career with us an intern in 2014, Haley has been instrumental in shaping our process improvements for cash flow planning. She has a deep…
Stocks are now in a bear market. Rising interest rates mean bonds are having a horrible year. Inflation reached a 40-year high. Headlines like these makes it tough to have confidence in your investment strategy. This is why, today, we…
From upfront tax deductions to tax deferred growth and (potential) tax free withdrawals, a Health Savings Account can be an incredibly advantageous account to utilize. But what happens if you change healthcare plans mid-year? Whether you enroll in a new…
You might have noticed some unexpected surprises when you filed your tax return this year. Since tax planning and preparation is an important part of how we help clients at Financial Symmetry, we wanted to share 10 tax surprises that…
Is your retirement date approaching? You need to have a retirement plan in place to help guide you through this transition. It’s important to understand what type of strategy would work best for you, so here are some areas to…
This brief video includes recent updates on the global stock and bond markets. In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio, our strategy or performance. Click on the video below to…
Deciding to retire is just the beginning of your retirement decision-making. From tax planning to social security decisions, finding the best strategies for your retirement years requires regular analysis. If you have any questions about transitioning into retirement, send…
If you were like me after graduating from college and getting your first real job, you always heard your parents or other colleagues talk about making sure you contribute to a 401k (or a 403b if working in public sector,…
