Enhance Today | Enrich Tomorrow
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,…
Many people who listen to retirement podcasts and read financial articles are fantastic savers. If that sounds like you, congratulations! You may have done the hard work to accumulate enough savings and be on track to reach your financial retirement goals….
We acknowledge that Russia’s war on Ukraine has caused a tragic humanitarian crisis and loss of life. Events are unfolding quickly, and there is much uncertainty. We are monitoring the situation with heavy hearts. That said, Russia’s invasion of Ukraine…
