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…
Posts by Angela Keeley-White
6 Times You Should Use a Credit Card Instead of a Debit Card
Many people are using debit cards instead of credit cards in order to avoid debt. However, if you pay off your balance every month, credit cards have some important benefits…
6 Shopping Mistakes to Avoid This Holiday Season
With the holiday season quickly approaching, it will soon be time to start shopping for the perfect gifts for your family and friends. During this time, it’s important to take…
Chad Smith’s Latest Article in Money Magazine
You’ve likely been there at some point in the last 5 1/2 years. After seeing stock market gains for an extended period, you catch the news and the market has…
Account Consolidation
A recent article on Yahoo! Finance lists four retirement regrets and costly mistakes that you should avoid. One of these mistakes is having too many accounts. ‘The most I’ve seen…
FSI Tees Up for Golden on the Green
For the past nine years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green. This tournament, which has been an annual…
Think Twice Before an Auto-Rebalance in Your 401k
Is your 401(k) or other retirement plan set to automatically rebalance? An auto-rebalance normally occurs quarterly or semi-annually, and with the end of the second quarter approaching, it’s important for…
FSI sponsors O’Berry Center Annual Golf Tournament
2013 marks the sixth year that Financial Symmetry has sponsored the O’Berry Center Foundation Golf Tournament. This year, Chad Smith, CFP®, and Bill Ramsay, CFP®, participated in the Foundation’s 21st…
The Importance of Saving Early
Being a young couple in our 20’s, my husband and I were not very concerned about saving for retirement like we should have been once we graduated from college. We…
First Mortgage? Here is What You Need to Know
Are you buying your first home? While it’s an exciting time in your life, the mortgage process can be intimidating. The following are the steps and what you can expect:…
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