Student Loan Repayment vs. Retirement Savings

So you’re fresh out of school and looking forward to contributing as a new hire to your firm. During the orientation process they hand you an election form to determine how much you would like to defer to your retirement…

Beware the Tax Cliff With Health Care Premium Credit

Imagine if just one extra dollar of income resulted in the loss of almost $10,000 in tax credits. That’s a real possibility for some individuals who buy coverage through the Health Insurance Marketplace (aka the “exchange”) created by the Affordable…

The Time to Move

Earlier this year I posted about celebrating 10 years at Financial Symmetry. I also noted that my husband and I celebrated our 10 year wedding anniversary. This fall we would have also celebrated 10 years in our home, but it…

We’ve moved!

Come visit us in Suite 300 After almost 6 years in our office space, we’re very excited to announce that Financial Symmetry has moved within our current building, Arena Centre! Our new space, Suite 300, has been totally renovated to…

Strategies for Gifting Stock

So you have a mixture of stocks and bonds that you would like to gift to friends, family, and your favorite charity. It’s not as simple as just going down the list and picking a random stock from your portfolio…

Download our 5 Questions to Ask Your Financial Advisor eBook

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

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