Memorial Day Roundup
With summer reading season approaching, we wanted to highlight a few memorable articles we’ve found over the past couple weeks. With so much quality content available now, it can be…
Posts by Chad Smith
Tax Solutions for Charitable Giving, Ep #59
Charitable giving fills a need in our society and betters it as a whole. And until recently, donating to nonprofits helped people receive attractive deductions on their tax bills. With…
Ensure Financial Success With Our Top 5 Money Tips for Millennials, Ep #58
Heather Gudac and Haley Modlin join us on this episode of the Financial Symmetry podcast to discuss how to become a financially successful millennial. We’ve had targeted advice toward other…
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…
Leave Your Emotions at the Door When Investing
Emotions have a sneaky way of taking over our investment thinking. Instead, investments should be evaluated on their merit, not personal emotions that can cloud your judgment and lead you to…
5 Important Financial Strategies to Consider After the Death of a Spouse, Ep #56
Allison Berger and Grace Kvantas are stepping in for Mike this week. In our conversation, we discuss how to navigate through a life crisis, specifically financial considerations after the death…
Are You Making These Ten Tax Return Mistakes? Ep #55
On this episode, we’re getting you ready for tax time. We’ve been helping clients review their taxes for many years and have devised patterns of the most missed items to…
It’s March Madness! Our Top 8 Big Financial Decisions, Ep #54
On this episode, we’re jumping into the March Madness spirit by seeding some of your biggest financial life decisions. We have weeded through all the challenging financial decisions that you…
Do I Really Need a Financial Advisor?, Ep #53
On this episode, we explore the question: Do you need a financial advisor? This can be a complicated question, and the answer isn’t the same for everyone. We weigh the…
What Investment Decision Process Should You Implement? Ep #52
When it comes to investments, too many people take a haphazard approach when what they need is an investment decision process that makes the most of a number of…
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