What to Do When Your RSUs Vest
Many companies use non-cash compensation in the form of company stock to reward and incentivize their employees. A common example of this in the Triangle/RTP area is Restricted Stock Units…
Posts by Cameron Hendricks
The Process
“You have a goal, you have a vision for what you want to accomplish and then you define exactly what you have to do to accomplish that. That’s what I…
How to Start a Retirement Plan for Your Small Business
For the typical small business owner that has between 2 and 100 employees you basically have two primary options: 401(k) or SIMPLE IRA. Both have pros/cons, but I’ll cover the…
What Happens When You Have No Estate Plan?, Ep #57
Do you know what the number one most avoided financial subject is? On this episode of The Financial Symmetry Podcast, we are diving deep into estate planning where you’ll learn…
Donor-Advised Fund or a Private Foundation for a Charitable Giving Strategy
Typically we see clients approach charitable gifting in one of two ways: Giving cash Giving appreciated stock While both are good options, there are often times, where a more advanced…
The Power of Delegation
Delegation can improve your finances, reduce stress, and let you focus on what is most important to you. “The best executive is the one who has sense enough to pick…
Irreducible Uncertainty
Having a plan in place is the backbone of financial planning. Without it how do you make decisions? How do you know you aren’t paying more taxes than you have…
Do Millennials Have a Higher Net Worth Than Their Baby Boomer Parents?
Net Worth = Assets – Liabilities So where does our income fall in this equation? Depending on the earning years remaining, this could have a very large impact…
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…
Election Results: Understanding Uncertainty
Certain uncertainty is the theme of the 2016 election results. In a historic election, Donald Trump will be our nation’s 45th President. Whether you are elated, disillusioned or disappointed, we…
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