Is Long-Term Care Insurance Worth It? Ep #98
If you’ve reached your 50’s, you’ve likely wondered, is long term care insurance worth it? Long-term care insurance comes with so many questions and opinions. The decision is complex…
Posts by Chad Smith
Leave Your Emotions at the Door When Investing
Emotions have a sneaky way of taking over your investment thinking. Emotional investing clouds your judgment and lead you to act in ways that are counterproductive to your financial success.…
How to Make Decisions About Your Equity Compensation Plans, Ep #97
Does your employer offer an equity compensation plan? Are you one of the 76% of people who have not exercised their stock options or sold shares of their company stocks?…
What We Learned at FINCON
For the last few years, I’ve attended a conference called FINCON. And each year when asked what conference I attended, I’ll hear a quip related to Comic-Con. But it does…
Pretty In Pink Foundation Classic Recap
October is Breast Cancer Awareness Month and one of the ways Financial Symmetry is proud to promote the cause is by supporting the Pretty In Pink Foundation. This wonderful organization…
Buying a Timeshare: Trick or Treat?, Ep #96
There’s a lot of conflicting information about buying a timeshare. Many call it the worst financial decision you could make. On this episode, we invite Allison Berger to discuss…
The Dreaded IRS Letter: Dealing with a CP2000, Ep #95
Every year there are approximately 140 million tax returns filed with the IRS and of those, 4 million will receive an IRS letter stating that there is a discrepancy. Your…
Top Wealth Builders for the Retirement Homestretch, Ep #94
Many of you are inching closer to retirement and the decisions you make now with these wealth builders will have a big impact on your retirement lifestyle. It’s time…
Save More Time & Money During Back to School Time This Year, Ep #93
Are you looking for money and/or time-saving tips now that the summer is over and the kids are back to school? Summer can always feel expensive with summer camps,…
Creating a Framework for Making Financial Decisions, Ep #92
How do you make financial decisions? Most people have trouble articulating their framework for making financial decisions. It begins with finding a healthy balance between spending and saving. Sounds easy…
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