Inheritance – 3 Steps to Handle the Details

You find out you’re receiving an inheritance and the first thing that comes to mind is – What next? Inheritances can provide incredible flexibility but without effective financial planning, you may miss some of the organized steps needed to get…

Top 4 Must Reads for February

We have an all-star lineup this month. All four of these pieces are entertaining and thoughtful ways to spend your internet reading this month. Enjoy:   The Biggest Threat To Your Portfolio – Next time you want to “do something…

4 Ways to Go Broke in Retirement

A recent article featured on Yahoo! Finance discusses 4 ways to go broke in retirement. Many American’s may feel ready for retirement emotionally, but may not be financially. Here are 4 ways that you can go broke in retirement: Saving…

Index Investing Popularity is Flashing a Caution Sign

Since index investing in the stock market was invented, its popularity has risen and fallen in cycles that closely match bull and bear markets.   In 2014, stock index investing’s popularity surpassed its prior peak from 2008 and is thus flashing…

Protecting your Identity

Anthem, the nation’s largest health insurer was recently victim to cyber attacks where approximately 80 million records were stolen. Prior to Anthem other large business including Sony Pictures, Home Depot, JP Morgan, Target, etc. were also targets of cyber attacks….

High Earners Can Still Get Into a Roth IRA

Did you know that you can access a Roth IRA at any income level? For most individuals they assume if your modified AGI is greater than $193,000 if you are married filed jointly, or $131,000 for single filers they cannot…

A Whirlwind of Growth

As I reflect on how much Financial Symmetry has grown in the past year, I find it hard to believe that we are almost a full week into February. 2014 was a whirlwind for me. If you’ve attended our annual…

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

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