Meet the New Team Members at Financial Symmetry
We pride ourselves on our unwavering commitment to providing our clients with impeccable service. We’re excited that our team is growing and as it does, our dedication to strengthening our…
Posts by Angela Keeley-White
2024 Contribution Limits
For 2024, there are several material contribution limit increases across retirement accounts. A very good practice is to contribute enough of your salary to receive at least the employer match.…
End-of-the-Year Financial Checklist
The end of 2023 is quickly approaching. Before your calendar is filled with holiday parties and finding the perfect gift for your next White Elephant gift exchange, here are some…
Molly Kaminski and Garrison Weaver Join Financial Symmetry
One of the things we pride ourselves on is the unwavering commitment to ensuring that our clients receive impeccable service. As we grow, our dedication to strengthening our client relationships…
Investopedia 100 Top Financial Advisors of 2022
Allison Berger, CFP® and Chad Smith, CFP® were both selected as one of Investopedia’s 100 Top Financial Advisors of 2022. They are two of the five financial advisors on this…
Are You Retiring Within the Next 5 Years?
Is your retirement date approaching? You need to have a retirement plan in place to help guide you through this transition. It’s important to understand what type of strategy would…
2022 Contribution Limits
For 2022, a few of the contribution limits have increased. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay…
Top 5 Blog Posts from 2021
We spend a lot of time researching topics throughout the year to share with you, and we thought you may be interested in reading our top 5 most read blog…
Should You Rollover Your Retirement Plan While You Are Still Employed?
Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Keep…
Are You Prepared Financially for a Divorce?
Divorce is one of life’s most challenging transitions. If you are recently divorced, currently going through a divorce or considering one, are you prepared financially? Unfortunately, divorce can bring many…
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We break down some of the most important questions we are asked on a regular basis.