Questions to Ask when Searching for a Financial Advisor
There are a lot of “financial advisors” out there, and not all advisors are created equally. I recently spoke with a prospective client who asked some great questions. Unfortunately, she…
Posts by Grace Kvantas
The Greatest Risk to Your Financial Success
There are a lot of risks to having financial success. One risk is spending too much. Even spending an extra $5,000 per year over your sustainable spend rate can have…
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…
You Have Two Months to Live…
What would go through your mind if you were suddenly told by your doctor that you had two months to live? Would you be prepared? What would you do? How…
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…
Should I Invest in China in 2016?
China has started 2016 off with a bang! Here’s what’s happened thus far. The Shanghai Composit Index (SCI) fell 11.96% during the week of January 1st through January 7th, making…
What to Expect on the Road to Financial Independence
We all love a good vacation. When planning our vacations, we set expectations of the fun and relaxation that awaits us. But not all vacations end up that way. The…
Fighting Elderly Fraud
There are a staggering number of financial scams in our society, and many are aimed toward taking advantage of the elderly. If you are senior citizen or have a loved…
2014 Year End Tax Tips
Do a tax projection before year end. For most taxpayers it’s a matter of adding up income and subtracting personal exemptions and either standard or itemized deductions. Adjust tax withholdings…
6 Things to Consider Before Retirement
Thirty-one percent of non-retired respondents reported having no retirement savings or pension, including 19% of those ages 55 to 64 according to a recent survey by the Federal Reserve. Those…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.