2020 has brought us a new reality with our vacation mindsets. With many vacation plans put on hold or completely cancelled, the pandemic has become the impetus for second homes becoming more of a reality. If you have been considering…
You spend half your life preparing for retirement, but that doesn’t mean there won’t be surprises when you get there. In this episode, we highlight 10 common retirement surprises and provide strategies so you are ready when they arise….
Financial scammers are always ready to take advantage of difficult situations in our communities. They watch the headlines, and the COVID-19 pandemic and economic turmoil have led to lots of opportunities for scams. With stimulus money, unemployment income, tax refunds…
No one can argue that the stock market has been tumultuous lately. During times of market uncertainty, investors seem to become even more certain about their predictions of the next stock market moves. As people make these predictions, over…
Even though we’ve faced new challenges with the pandemic, it’s also presenting new opportunities. Sheltering in place has given our family time together that we otherwise never would have had. We have spent time learning new skills. My son has…
Special needs financial planning is an intricate and delicate process. A process loaded with challenging emotional and financial decisions. So below we provide 4 steps to think through if planning for your special needs loved one’s future. More than 40…
Financial Symmetry is thrilled to promote Darian Billingsley, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our clients. Darian helps us do just that by recently meeting…
We are living through extraordinary times. The current health care and economic crisis has created a level of uncertainty that could cause even the most confident capitalists to question: Is this time different? Can we recover from this? These were…
A few weeks ago, we had the opportunity to host a client webinar focused on the recent market volatility and what it means for your investment journey. We were pleased to welcome Dr. Apollo Lupescu to offer his expert perspective…
In times of crisis and uncertainty, the potential need to access our savings seems to rise to the forefront. However, many of the accounts that we utilize for our savings are tied to certain restrictions. For example, the age 59.5…
