Enhance Today | Enrich Tomorrow
Checklists make life easier. Research has demonstrated the value of checklists in all industries from medicine to construction. Often our financial to-do lists are scattered tasks we think about often but struggle to complete due to the multiple steps involved. Most…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. One of the most asked questions we hear centers around the HSA. It’s also one of the largest missed opportunities for…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Once you hit your 40s, it becomes more important than ever to evaluate your financial plan and fill in any gaps in…
The Art of Making Money Plenty in every Man’s Pocket, by Doctor Benjamin Franklin hangs in my office. It’s a frequent reminder of the simplicity of building wealth and security in today’s complex world. The full text reads: At this…
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…
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® 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…
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…
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…
My fiancé and I recently had a discussion that revolved around the question “Where do you see yourself in x years?” While many of the things we brought up aligned, there were a few topics with conflicting responses. I began…
