Maximize your Money
On this Thursday, December 10, Allison Berger, CFP® will participate in “Maximize your Money,” a NAPFA retirement webchat in conjunction with Kiplinger. This event offers free financial advice to consumers…
Posts by Allison Berger
Top 5 Takeaways from the 2015 NAPFA Fall Conference
As Certified Financial Planners, an important part of our job is keeping our skills current through continuing education. Through membership with NAPFA we commit additional hours to education to keep…
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…
The Time to Move
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…
Lower Stock Market Means Higher Future Returns
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…
Financial Symmetry Family Day
On Tuesday July 14th Financial Symmetry invited children and spouses to join us for a Family Day celebration. The event allowed children of Financial Symmetry staffers to visit where their…
Looking for Social Security Advice? Pass the salt…
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…
Life, Money, & Toys
The other day I was driving in the car with my kids when my son asked me, “Mommy, why does it take you and Daddy so long to get me…
The Best Laid Plans
I have been thinking a lot lately about the plans we make and unforeseen events that throw a wrench in those plans. This played out recently in my family. My…
Celebrating 10 years at Financial Symmetry along with a Few Lessons
This January I celebrated 10 years as a full time employee of Financial Symmetry. Life has been moving so fast recently I wouldn’t have even realized it had Linkedin not…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.