Enhance Today | Enrich Tomorrow
If you’ve ever had questions about gifting and how much you should give, this post is for you. Here are five of the most asked questions we hear around making gifts. Am I financially able to make a gift? If…
Imagine if just one extra dollar of income resulted in the loss of almost $10,000 in tax credits. That’s a real possibility for some individuals who buy coverage through the Health Insurance Marketplace (aka the “exchange”) created by the Affordable…
Earlier this year I posted about celebrating 10 years at Financial Symmetry. I also noted that my husband and I celebrated our 10 year wedding anniversary. This fall we would have also celebrated 10 years in our home, but it…
As of August 31, 2015 *Includes reinvested dividends I’m not sure if you like roller coasters, but the last couple weeks in the stock market have sure felt like one. After years of relatively calm equity markets, we have…
So you have a mixture of stocks and bonds that you would like to gift to friends, family, and your favorite charity. It’s not as simple as just going down the list and picking a random stock from your portfolio…
The stock market movements over the past week have prompted many investors to ask how to protect themselves in a falling market. While market drops are unsettling, they typically do not warrant a change to your long-term strategy. When prices…
When we meet with our clients to map out their financial plan many often express interest in setting up a charitable gifting plan to their church or other charities that are important to them. The majority of clients we see…
Earlier this week it was announced that thieves may have accessed approximately 220,000 more tax return accounts through the IRS on top of the 114,000 that were reported this past May. The thieves were able to use previously obtained information…
It’s always great working with clients who have saved diligently for retirement. Ample savings coupled with a long life expectancy in many cases argues for delaying social security benefits until age 70 to maximize your lifetime payout. This strategy can…
The month started with concerns over a Greece exit (“Grexit”) from the euro zone, but was averted by a last-minute deal. Although Greece accounts for a small amount of the euro zone’s GDP (less than 2%) an exit would question…
