Posts by Allison Berger

Financial Planning Strategies for Grandparents, Ep #145

09/06/2021

With Grandparents day around the corner, this week we’re breaking down helpful financial planning strategies for grandparents. Many grandparents have dreams of sharing the fruits of their labor with…

Stop the Show!

08/30/2021

Allison Berger

How flexible is your retirement income strategy? When I think about retirement income I always remember Jerry’s Nana on Seinfeld who lived on a “very fixed income.” She sent Jerry…

The Summer Sprint – Financial Tasks to Complete Before Fall, Ep #142

07/26/2021

Grayson Blazek and Allison Berger

Compared to 2020, the summer of 2021 has been exciting for most people. Many parts of the country are getting back to normal and there is plenty of fun to…

To Buy or Not to Buy in a Hot Housing Market, Ep #141

07/12/2021

Chad Smith and Allison Berger

With the turbocharged real estate market, buying a house is not as easy as it once was. We’ve all heard stories of houses getting multiple offers, before they are listed…

Financial Symmetry is proud to celebrate 20 years of living our mission to enhance the lives of our clients and communities through empowerment, education, and guidance toward financial prosperity. To…

Demystifying What the Biden Tax Plan Could Mean For You, Ep #138

05/31/2021

Allison Berger and Grayson Blazek

You may have heard a lot on the news about President Biden’s tax plan. Are you worried about how it will affect you and your tax situation? In this…

3 Not-So-Obvious Retirement Roadblocks, Ep #136

05/03/2021

Chad Smith and Allison Berger

Have you ever been on your way to an epic summer road trip and then all of a sudden you come upon a roadblock? An unexpected work zone that is…

2021 InvestmentNews Best Places to Work For Financial Advisers

04/26/2021

Angela Keeley-White and Allison Berger

Financial Symmetry is honored to be recognized in the 2021 InvestmentNews Best Places to Work for Financial Advisers. Our dedication to enhance today and enrich tomorrow applies not only to…

What to Expect from a Financial Advisor – The 5 C’s, Ep #134

04/05/2021

Chad Smith and Allison Berger

Have you been on the fence about hiring a financial advisor? This indecisiveness can cost you. Today we’re talking through a list of attributes you should expect when looking…

Building Wealth by the Decades: One Thing you can do to Ensure Financial Success Ep #129

01/25/2021

Allison Berger and Chad Smith

What is the most important thing you can do for building wealth? Recently, Jeff Levine (@CPAPlanner) put this question out into the Twitterverse: Question: Other than regularly saving and…

Posts by Allison Berger

Financial Planning Strategies for Grandparents, Ep #145

Stop the Show!

The Summer Sprint – Financial Tasks to Complete Before Fall, Ep #142

To Buy or Not to Buy in a Hot Housing Market, Ep #141

FSI Celebrates 20 Years!

Demystifying What the Biden Tax Plan Could Mean For You, Ep #138

3 Not-So-Obvious Retirement Roadblocks, Ep #136

2021 InvestmentNews Best Places to Work For Financial Advisers

What to Expect from a Financial Advisor – The 5 C’s, Ep #134

Building Wealth by the Decades: One Thing you can do to Ensure Financial Success Ep #129

Download our 5 Questions to Ask Your Financial Advisor eBook

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Do you know the right questions to ask when you sit down with a financial planner?