CFP®… NAPFA… FPA… What does it all mean?
Have you ever wondered what it means to be able to call oneself a CFP®? Or, what does it mean to be a member of NAPFA or FPA? At Financial Symmetry, we understand that it can become easy to get…
3 Tips to Avoid A Stolen Tax Refund
There you are awaiting your tax refund, only to find it has already been claimed by someone else. Scammers are ever on the cutting-edge of new ways to swindle you out of your money. One of the newest forms of…
Tax Refund for your Mustache?
In the midst of tax season, the American Mustache Institute is proposing a tax benefit for people with facial hair. The Institute is planning a Million Mustache March this April 1st to support the “STACHE ACT,” Stimulus to Allow Critical…
Waiting Until Things Look Better
Have you ever been in a situation where you spot a news item that you know will make the market drop? At that point, the temptation is to act on this feeling and make the appropriate changes to your investments…
Hedge Funds and the Lure of Exclusivity
Everyone wants to feel special, and unfortunately there are those who take advantage of that desire in order to sell questionable products and services. The psychology is based on what is called the Scarcity Principle, and we are subject to…
Free Money – Don’t Miss Out!
Are you making the most of the employer match in your 401k plan? Getting the full employer match in your retirement plan is one of the closest things to free money in our economy. Forbes recently ran an article titled…
Take a look at Mitt’s Tax Return
With the campaign season in full swing there has been a lot to catch our attention lately. Mitt Romney has been under particular scrutiny as he is one of the front runners for the Republican Party’s nomination to face President…
Your Accounts Need Your Attention!
Have you made your 2011 Roth IRA contribution? If you have not yet made the maximum contribution, you still have time! Tax payers have until April 17th of 2012 to make their Roth contributions for the 2011 tax year. If…
Checking Up On Your Charities
Today I was contacted by Woman 2 Woman Breast Cancer Foundation seeking a contribution. They had a compelling message, which is listed on their website. It says that they provide financial assistance to breast cancer patients who are struggling financially….
Four Shocks to Watch in 2012
A central discussion in 2012 will be the possibility of inflationary and deflationary economic outcomes around the world. Several of the deflationary threats that made news in 2011 continue to raise significant questions as we move in to 2012. Potential…
