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…

Top 4 Must Reads for January

  Emotions Count: The Brain Chemistry Behind Investing – I’m sure most of us remember the powerful ad in the 80’s claiming “This is your brain on drugs.” This article gives a breakdown of your brain on investing. Elizabeth MacBride…

Is Can I Retire Early the Right Question?

If you only had a quarter for all the times you’ve wondered if you could retire early. Wait, in that case there would be no need to worry. For the rest of us, it requires analyzing. Not only the numbers…

Top 4 Must Reads for December

As we enter a new year, this month’s edition features a few excellent stories about how to better execute the goals you may be setting for 2015. We also included a list entitled “The Charts of the Year” from Quartz…

Holiday Scams to Avoid

This time of year is very common for scams and identity theft to occur. A recent article by USA Today, discusses 6 holiday scams to be aware of that are associated with the following: Computer hacks and card processors 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.

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Blog Categories

Authors