Ready to Finally Start Budgeting?
Many of our clients ask us, “is there a better way to track our budget?” Our answer: “Yes!”
There’s Still Time to Contribute to your Roth IRA!
Tax payers have until April 18th of 2011 to make their Roth contributions for the 2010 tax year. If you are within the income limitations to make contributions, a Roth IRA is an excellent investment account as investment growth is tax deferred and withdrawals in retirement can be tax free.
I Want to Rollover My Retirement Account
At Financial Symmetry, we can help you decide on what to do with your inactive qualified plan and multiple IRA accounts. Whether you are changing jobs, entering retirement or simply wanting to consolidate your accounts, we can help you with each step of the rollover process.
Should I be Using my Roth 401k?
You could be saving more money tax-free. If your company offers a Roth 401k option, this could be your ticket. Many people question if they should be taking advantage of a Roth 401k? To help you make a decision, we’ve answered questions…
Compromise on Taxes?
You’ve no doubt heard stories this week that the Obama Administration and Republican leaders have negotiated an end-of-year tax deal which will, among other things, extend the current income tax rates for the next two years for all Americans. Capital…
Changing the Definition of “Wealthy”
Historically, most people have not had to consider the problem of owing Federal estate taxes at their death. With little or no estate planning, most property you own at death is subject to this tax, and will likely include things…
Thinking About Investing
Have you ever felt anxious about your investment portfolio? Who hasn’t? A recent presentation at one of our professional conferences pointed out that five out of every six years will produce a stock market return sequence that either triggers anxiety…
What Exactly is Deflation?
Many of us are familiar with inflation. But what about deflation?
Mental Accounting
Chances are, you know somebody who has made a vow to go to the gym twice or three times a week, and even bought a gym membership, and never gets around to going. You probably also know people who don’t…
The Urge to Do Something Different
Many investors have become disillusioned with their investment strategy. After all, at the end of the 2000s, most investors were left with less than they started with at the beginning of the decade. So a desire to do something different…
