The Top 10 Economic Stories of 2014
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2014, and here are what we think the Top 10 Economic Stories of the…
Posts by Allison Berger
Holiday Scams to Avoid
This time of year is very common for scams and identity theft to occur. A recent article by USA Today, discusses 6 holiday scams to be aware of that are…
Determining Your Asset Allocation
In a previous post we noted that the research on Gamma identifies 5 financial planning strategies that add to retirement income. The first of these is Total Wealth Asset Allocation. …
Defending the 401k
We have written extensively about the pitfalls of 401k investing, the high fees in some plans, and other details to be aware of. However, the fact is that 401k plans…
Women and Risk
My grandmother loved to gamble. While she was a child of the depression and extremely frugal, she also loved putting a little money on bingo with friends, buying the occasional…
5 Steps to Pay off Credit Card Debt
As financial advisors, we typically focus on building and managing wealth. However, it’s also important to point out impediments to building wealth and financial security, like consumer debt. While low…
Social Security at 62, 66, or 70? How do you decide?
Our recent post on Social Security noted that about one-third of all people claim benefits at age 62. In an age where the future of Social Security is uncertain and…
The Top 10 Economic Stories of 2013
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2013, and here are what we think the Top 10 Economic Stories of the Year…
5 College Planning Myths
This month’s issue of Money magazine features an article entitled Busting the 5 Myths of College Costs. The landscape of saving and ultimately paying for college has been constantly changing…
Hidden Fees are Eating your 401k!
“Hidden fees are eating away at your retirement!” “Say no to hidden fees!” “It’s YOUR money, why are you losing it to fees?” Do these messages sound familiar? Hidden Fees…
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