Treat Yourself

Treat Yourself

As a thirty something, I see a lot of “treat yourself” posts on social media, website ads, and in radio commercials. It’s satisfying to clear out an online shopping cart and have a new package waiting at home after a…

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I Received a Windfall - Now What?

I Received a Windfall – Now What?

‘Massachusetts woman wins 3 quarters of a billion dollars in recent Powerball drawing’. Talk about a headline! The hype and hysteria that surrounds lottery drawings often garners loads of attention as winning such a large sum of money would clearly…

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What Is Your Investment Strategy?

As one individual once told me their investment portfolio is like an untended garden. An interesting, but accurate analogy. Without enough water and care the plants/flowers in the garden will never grow. The same can be said about your investment…

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Roth IRA Conversion-Financial Symmetry, Inc.

Should I Make a Roth IRA Conversion?

One of the tools that is available to increase tax efficiency is a Roth IRA conversion. For many, this is thought of as a way to superfund your Roth IRA, but the details are important and can influence your decision…

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