Enhance Today | Enrich Tomorrow
A few years ago there was a popular commercial about retirement. The ad featured people walking around town with their “number” over their heads. The number reflected how much they needed to save in order to retire. The commercial was…
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Influencer: (n.) the action or process of producing effects on the actions, behavior, opinions, etc., of another or others I recently attended a conference called FPA NexGen The Gathering. Typical…
As financial advisors one of our primary goals is to coach our clients to save and invest, while directing those savings to the most beneficial accounts possible. In the modern era that typically means saving as much in your 401k…
You’ve been there. That mental limbo of whether you should go to the gym today or not. You know you’ll feel better after going, not to mention the positive long-term effects. But it’s easy to find excuses with “I’m not…
When planning a wedding, it’s not unusual to spend most of your weekends contemplating what kind of cake you should have or what color scheme you should use. It is easy to get excited with the ins and outs of…
Lately we’ve noticed an increased number of employers switching 401k providers with the majority of these moving to more attractive plans for the employees! Maybe they saw this recent article “Lousy 401(k) plans may spark more lawsuits” As you may…
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Summary After a relatively calm start to the quarter, it ended with the unexpected…
Congratulations! After years of hard work your child has just received their college diploma. You are breathing a sigh of relief as you are off the hook for all of those years of tuition payments. Hopefully your child is also…
It’s the little things. From Tom Brady to Nick Saban, high performers tout their focus on the small details as the secret to their success. Little things make up the big things. But doing the little things is easy to…
Financial Symmetry is excited to be a Red Ribbon Sponsor of the 2016 Highcroft Hurricanes Swim Team. This is a neighborhood swim team located in west Cary with over 120 kids on the team. The Hurricanes compete in seven…
