Spring Clean your Finances

Spring has officially sprung! While you may take this as an opportunity to spring clean your belongings, make sure you look at your financial life as well as it is easy for your finances to become unorganized when life gets…

Checking in on Your Retirement Contributions

Have you made your 2016 Roth IRA (or traditional IRA) contribution? If you have not yet made the maximum contribution, and are eligible to make contributions, you still have time! Tax payers have until April 18th of 2017 to make…

What’s Your Retirement Income Strategy?

Traditionally retirement income has been thought of as a three legged stool where income consisted primarily of Social Security, Pension income, and withdrawals from personal savings. This picture has changed dramatically over the past 50 years as most employers have…

The 6 Best Big Cities

I was recently quoted in Money Magazine’s article on why Raleigh is one of The 6 Best Big Cities to Live.   The entire article can be found here, or in Money Magazine’s October 2016 print edition. I was thrilled to…

Cameron Hendricks, CFP® becomes Partner at Financial Symmetry

Cameron Hendricks, CFP® has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Bill Ramsay, CFP®, Founder and President of Financial Symmetry states “Clients first is a foundational principle of our firm…

Understanding the Average Investor

Don’t Be an Average Investor, Ep #9

When signing up our daughter for soccer, I immediately began daydreaming about how she would dominate all the other 5 year-olds on the field. Not sure why my imagination started there, but expectations were sprouting before I knew it.  I…

2016 Contribution Limits

Looking forward for 2016 contributions, the limits have stayed the same. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay raises often present an easy opportunity to increase your…

5 Lessons Moving Taught Me

I recently wrote about our decision to move across town seeking shorter commutes and more time together as a family. The process was an emotional and financial roller coaster and a good reminder of many aspects of investing. Risk/Reward In…

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