IRS Letters Due to the 2020 Recovery Rebate Credit

Recently the Internal Revenue Service has been sending out a lot of CP11 notices regarding the 2020 Recovery Rebate Credit being reported incorrectly on 2020 tax returns.  If you find yourself receiving one of these letters from the IRS stating…

Are You Prepared Financially for a Divorce?

Divorce is one of life’s most challenging transitions. If you are recently divorced, currently going through a divorce or considering one, are you prepared financially? Unfortunately, divorce can bring many unpleasant financial surprises, particularly for women.  Here are some items…

Tips for Avoiding a Post-COVID Spending Boom

Remember how a year ago we could barely eat at restaurants, and there was hardly any traveling going on?  Many individuals and households spent a lot less in the lockdown months of 2020-2021 than they usually do, which resulted in…

2nd Quarter 2021 Market Update

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…

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We break down some of the most important questions we are asked on a regular basis.

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