What to Do About the Equifax Security Breach
While most of us were watching the path of Hurricane Irma, another big news story surfaced last week. Equifax, who most of us use to run annual credit reports, was…
Posts by Allison Berger
The Art of Making Money Plenty
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…
The Bottom Dollar Effect and Moments in Motherhood
It’s hard to believe the summer is almost over and kids will be going back to school soon. A few weeks ago I bought my son new school uniforms for…
Financial and Physical Fitness: They don’t have to be mutually exclusive
Working with clients to improve their financial futures and optimize financial fitness has become a passion for me over the years. While I have always loved working with people and…
Should I contribute to a Roth or Traditional 401k? 5 Key Considerations
This is a question we usually hear frequently when clients are filling out employment paperwork for a new job or during open enrollment time. Contributions to a 401k have traditionally…
Fiduciary: What you need to know
If you follow financial news at all you have probably heard the word “fiduciary” A LOT lately. This is good news as it means better advice for clients and fewer…
Financial Dilemma: I’m Out of Time
“I can’t afford to lose any money at this stage, I’m out of time.” This is a phrase we hear occasionally from clients in or on the cusp of retirement,…
Married Couples: 6 Savings Strategies
We work with a lot of couples to help them plan for their long term goals. In some cases, we work with couples who keep their financial lives separate. Often…
Top 10 Stories of 2016
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2016, and here is our view of the top 10 most memorable stories of…
How to Prevent a Retirement Hangover
Take 2 of these and call me in the morning. Retirement is something that our culture aspires to and dreams about. The vision of trading in your 9 to 5…
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We break down some of the most important questions we are asked on a regular basis.