Financial Symmetry Family Day

On Tuesday July 14th Financial Symmetry invited children and spouses to join us for a Family Day celebration. The event allowed children of Financial Symmetry staffers to visit where their parents work while also learning a little bit about money…

Looking for Social Security Advice? Pass the salt…

It’s always great working with clients who have saved diligently for retirement. Ample savings coupled with a long life expectancy in many cases argues for delaying social security benefits until age 70 to maximize your lifetime payout. This strategy can…

Takeaways from the Morningstar Investor Conference

An important part of our job at Financial Symmetry (FSI) is spending time on research for our investment strategy. On average, every employee spends 8-12% of his or her time on investment research which has benefited our clients over the…

HSA vs. FSA. Know the Difference?

Many see these letters and think, what are they? Others confuse the two, and think HSA and FSA are the same type of account. Health savings plans and flexible spending accounts become accessible to you based on what kind of…

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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