How Changes to the Secure Act 2.0 Could Affect You, Ep #182
The Secure Act 2.0 was recently passed bringing in hundreds of changes. In today’s show, we focus on the most important changes that impact you. We’ll break down these changes…
Posts by Grayson Blazek
Should I Be Making Estimated Tax Payments?
The IRS and State Departments of Revenue prefer to have taxes paid as taxpayers earn or realize income instead of the total amount due being paid when taxpayers file their…
What to Do if You Contribute Too Much to a Health Savings Account
So, you realized you contributed too much to your Health Savings Account. The good news is this can be remedied, but you will need to follow several steps and act…
Tax Changes to Consider After the Death of a Spouse, Ep #166
Most of us believe we’ll always have more time with our spouse, but when that time is cut short, we’re often left with too many questions and not enough answers.…
Health Savings Accounts: Mid-Year Changes and the Last Month Rule
From upfront tax deductions to tax deferred growth and (potential) tax free withdrawals, a Health Savings Account can be an incredibly advantageous account to utilize. But what happens if you…
4 Tips to Help You Prepare for Tax Season, Ep #156
Tis the season to prepare your taxes! Whether you do your own taxes or you are gathering information for your tax preparer, you’ll want to make sure that you…
Our Top 10 Economic Stories of 2021
Allison Berger and Chad Smith and Bill Ramsay and Cameron Hendricks and Darian Billingsley and Haley Modlin and Grace Kvantas and Grayson Blazek and Will Holt and Mike Eklund
Financial Symmetry has covered several current events on our blog throughout 2021, and here are what we think the Top 10 Economic Stories of the year have been: 1. Social…
Year-End Tax Strategies to Consider Now, Ep #151
The end of the year is an often overlooked time for tax saving strategies. People instead become pre-occupied with open enrollment and the holidays. So today we’re sharing which tools…
What to Do if You Contribute Too Much to a 401k
So, you realized you contributed too much to your 401k. The good news is this can be remedied, but you will need to follow several steps and act quickly as…
How the American Families Plan Could Impact You and Your Taxes, Ep #147
The American Families Plan hasn’t yet become law, but that doesn’t mean that you can’t prepare for the changes that may be coming. In this episode, we consider the planning…
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We break down some of the most important questions we are asked on a regular basis.