Enhance Today | Enrich Tomorrow
When considering your retirement income plan, Social Security will be one of the sources you rely on. For some, this may be all their income, while for others, it will be just part of what they will live on in…
Have you considered how your instincts influence your decision-making around retirement planning? Our natural instincts and biases create frameworks that lead our perspectives on how we think the world works. These frameworks influence our decisions surrounding our financial decisions….
Did you know the account you hold your investments in can make a meaningful difference in taxes over your investing lifetime? This is called asset location, and Vanguard has found that it can save you up to 0.60% annually in…
At Financial Symmetry, our mission is to empower our clients through thoughtful planning to enhance their ‘todays’ for enriched ‘tomorrows.’ Earlier this year, we crossed a significant milestone in our journey: surpassing $1 billion in assets under management (AUM). This…
Today we’re diving into a specific path that many retirees consider as they move away from the “corporate” world and enter their second act – starting a business. With increased life expectancy, cost of living increases, and a desire for…
Cryptocurrency has captured the attention of many investors over the last decade. Seeing large performance swings can excite a lottery mentality, tempting you to invest so you don’t miss out. But as with all investments, it’s important to understand what…
Now that you have made it through the retirement danger zone with your financial plan intact, what’s next? This season can be full of opportunities, both personal and financial. At this point, you may face some difficult decisions around relocating and/or…
Whether your tax documents are filed away or in a folder on your desktop, you may be wondering, “Just how long do I really need to keep all of this?” As with many tax topics, the answer is: it depends!…
Have you thought about retiring abroad? For many of us, our visions of retirement include extended stays exploring new locations in other countries. Could this or some other idyllic vision be your future? The realities of retiring abroad can be…
Below is a video of our first quarter 2024 Market Update. In it, we cover the following: Market updates over the last 1, 5, and 10 years Strong returns for US stocks Should you make changes to your portfolio in…
