Enhance Today | Enrich Tomorrow
Putting our clients interests first is a cornerstone of our business. So we take great pride in becoming members of an association like NAPFA, that shines a light on the importance of being fiduciary professionals. Newest Advisor to join NAPFA Will…
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…
Yourself? Your retirement accounts? Somebody else? I recently came across an article by USA Today discussing a survey that indicates Millennials and Gen X individuals are worried about their finances when they reach their retirement years. From the article an…
We all love a good vacation. When planning our vacations, we set expectations of the fun and relaxation that awaits us. But not all vacations end up that way. The key to a good vacation is being prepared and knowing…
With April 15th behind us, now is the perfect time to review your tax return to see if there was anything you overlooked. Out of 131 million returns filed in 2014, the IRS projected that 5 million would need to amend…
Do you remember how you felt upon finding out you were having a baby? Our journey began 5 years ago. We were filled with the excitement of all new parents. My wife even recorded my reaction when she told me she…
The other day I was driving in the car with my kids when my son asked me, “Mommy, why does it take you and Daddy so long to get me new toys after I ask for them?” I started to…
Zeke Bridges is the Assistant Dean of Administration at Campbell University Law School. Triangle Business Journal honored Zeke by naming him as one of the top 40 professionals under the age of 40. He was recognized for his contribution to…
What is the best advice your parents gave you? There’s probably a long list to pick from – good and bad. But now that I have my own children, much of their advice seems to be resurfacing for me. This includes the…
Financial Symmetry is excited to sponsor the 2015 Highcroft Hurricanes Swim Team. This is a neighborhood swim team located in west Cary with over 130 kids on the team. The Hurricanes compete in seven meets during the summer in the…
