The Benefits of Working with a Younger Financial Advisor, Ep #8
If we look like we could be your son or daughter, then you are likely on the right track to finding a financial advisor to form a relationship with. While…
Posts by Cameron Hendricks
My Best Spring Break Ever (The Cost of College)
It’s been over 10 years ago that my family and I set off on an adventure visiting colleges and universities across North Carolina. It was spring break of my junior…
Top 10 Economic Stories of 2015, Ep #3
Chad Smith and Allison Berger and Bill Ramsay and Cameron Hendricks and Grace Kvantas and Mike Eklund and Will Holt and Angela Keeley-White
As we did last year, Financial Symmetry has covered several current events on our blog throughout 2015, and here are what we think the Top 10 Economic Stories of the…
I Would Like to Gift Money to My Child or Grandchild
Around this time of year, we often have clients who find themselves in the giving spirit of Christmas. Along with increased charitable giving, clients will start thinking about gifts that…
“Shouldn’t I only want to work with a fiduciary?” PBS FRONTLINE-The Retirement Gamble
I recently received a call from a prospective client inquiring about our services stating that he recently had been giving more thought about his retirement savings after watching “a retirement…
What You Need to Know About the Annual Gift Tax Limit
If you’ve ever had questions about gifting and how much you should give, this post is for you. Here are five of the most asked questions we hear around making…
Strategies for Gifting Stock
So you have a mixture of stocks and bonds that you would like to gift to friends, family, and your favorite charity. It’s not as simple as just going down…
How to Increase Your Charitable Gifting Efficiency
When we meet with our clients to map out their financial plan many often express interest in setting up a charitable gifting plan to their church or other charities that…
IRS to Send Letters to Those Who May Have Had Information Stolen
Earlier this week it was announced that thieves may have accessed approximately 220,000 more tax return accounts through the IRS on top of the 114,000 that were reported this past…
Who Will You Rely on for Financial Help in Retirement?
Yourself? Your retirement accounts? Somebody else? I recently came across an article by USA Today discussing a survey that indicates Millennials and Gen X individuals are worried about their finances…
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We break down some of the most important questions we are asked on a regular basis.