FSI Hosts 2nd Annual Client Appreciation Night
On Saturday, May 19th, the team at Financial Symmetry hosted their Second Annual Client Appreciation Night. Over 100 of our clients and their families enjoyed a night of good food,…
Posts by Heather Gudac
Is the End of ‘Snail Mail’ Near?
There has been a lot of talk in the news lately about the troubles the United States Postal Service (USPS) is facing. While our postal system has followed a national…
CFP®… NAPFA… FPA… What does it all mean?
Photo by: Shea Hazarian Have you ever wondered what it means to be able to call oneself a CFP®? Or, what does it mean to be a member of NAPFA…
Your Accounts Need Your Attention!
Have you made your 2011 Roth IRA contribution? If you have not yet made the maximum contribution, you still have time! Tax payers have until April 17th of 2012 to…
New Year… Old Budget?
The start of a new year is often when we tell ourselves “This year I am going to [insert resolution here].” Maybe last year you decided to really start tracking…
Give the Gift of Financial Planning
Finding that perfect gift for loved ones can often be stressful and exhausting. Wouldn’t it be great to give a gift they would never expect and that would payoff for…
Grace Rooth joins Financial Symmetry
Financial Symmetry recently expanded our Operations Department by adding Grace Rooth as an Operations Specialist. Grace graduated from NC State University with a B.S. in Business Management – Finance and…
FSI Participates in O’Berry Center Golf Tournament
2011 marks the fourth year that Financial Symmetry partners have played in (and sponsored) the O’Berry Center Foundation Golf Tournament. This year, Chad Smith, CFP, and Bill Ramsay, CFP, along…
How’s Your Budgeting Coming Along?
So you’ve started tracking your budget, congratulations! But now, you may be second-guessing a few of your category choices, or find yourself going over-budget each month. We’ve compiled a few…
Cameron Hendricks joins Financial Symmetry
Financial Symmetry recently expanded our Operations Department by adding Cameron Hendricks to our team as our new Data Specialist. Cameron joins the firm after participating in FSI’s financial planning internship…
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We break down some of the most important questions we are asked on a regular basis.