Enhance Today | Enrich Tomorrow
Education costs can be one of the most significant and daunting expenses that ever cross a parent’s path. According to a recent study by Fidelity, most families are “…on track to meet just one-third of their college savings goals.” This…
The Certified Financial Planners Board and the Consumer Federation of America performed a research study earlier this year involving a sample of 1,002 household financial decision makers nationwide which included 60 financial planning related questions. With their results they have…
Being a young couple in our 20’s, my husband and I were not very concerned about saving for retirement like we should have been once we graduated from college. We thought we had plenty of time to save, but the…
What do you think is the average amount left by the tooth fairy? It’s a great time to be a kid with a loose tooth, because the answer is $3.70, according to a recent survey by Visa. This number varies…
Financial Symmetry advisor Will Holt, CPA, CFP®, was recently quoted in Raleigh’s News & Observer in an article titled What to Save, and When. Holt was one of a few local financial planners asked to give some general tips on…
Do you ever ask yourself, “At what age can I retire?” Or, “Am I saving enough to help pay for my child’s college education or buy a new home?” These are financial goals and the best way to answer these…
This month’s issue of Money magazine features an article entitled Busting the 5 Myths of College Costs. The landscape of saving and ultimately paying for college has been constantly changing over the past several years and it is important to…
For the past eight years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green. The tournament, which has been an annual event held at River Ridge Golf Course for the…
We are an aging population in the US. In 2009, there were 39.6 million people over the age of 65. In 2030, there is expected to be 72 million in that age bracket which will be about 19% of the…
Are you buying your first home? While it’s an exciting time in your life, the mortgage process can be intimidating. The following are the steps and what you can expect: Step 1: Select a broker Once your offer on a…
