Estate Planning in Your 60’s
Tips The above chart from JP Morgan’s 2016 Guide to Retirement, provides a glimpse of the life expectancy of someone who is currently age 65. Given the 47% chance that one of you will live until age 90, it’s vital…
How Old is Your Estate Plan?
If you’re like most people you have a “set it and forget it” mindset when it comes to estate planning. You set up plans and documents years ago but haven’t looked at them since. Or, maybe you don’t have them…
A Financial Planner’s Estate Planning Journey
Planning for your demise ranks up there with enjoying a root canal. Even for financial planners, making decisions surrounding our own passing is challenging. Maybe you’ve experienced a similar situation in your own estate planning conversations. Our conversations started with the…
Estate Planning: Til’ Death Do Us Part
Planning for the end of your life just as you are about to begin your new life together probably doesn’t seem quite as enticing as packing the bags for your honeymoon, but it is something that needs to be considered….
A Hidden Tax: Does Your State Have Its Own Estate or Inheritance Tax?
In the realm of estate planning, many people in the United States have heard of the estate tax but think it does not apply to them, instead seeing it as an issue for the “1 percenters.” They are partially correct…
Is Rental Real Estate Right for You?
Rental real estate is hot right now, especially in the Triangle area. Over the past two years, I’ve had many of my clients ask about rental real estate and whether it could be a good avenue to pursue to diversify…
The Importance of Financial Planning
Do you have a mapped-out plan for your future? Do you know the best steps to take to achieve your goals? Financial Planning could be the answer. In a world where 75% of Americans are winging it when it comes…
Emma Turner, FPQP® Earns Financial Paraplanner Qualified Professional Designation
Financial Symmetry is very proud to announce that Emma Turner has successfully earned the Financial Paraplanner Qualified Professional SM (FPQP®) designation from the College for Financial Planning. Emma joined FSI as a Wealth Management Intern in 2019 and moved into…
Planning for Business Owners
Planning for Business Owners What tax-saving strategies are available to you? Which retirement account(s) should you use for your business? Regarding your personal finances, are you missing any opportunities or making any mistakes given your busy schedule? How much longer…
What to Consider When Reviewing Your Estate Documents
Like other parts of your financial life, estate planning is not a one-time event. There is no “set it and forget it” aspect to it since our lives and laws are constantly changing. Your estate plan needs to be reviewed…
