Posts by Heather Gudac

FSI Tees Up for Golden on the Green

For the past several years, Financial Symmetry has sponsored and participated in the charity golf tournament, Golden on the Green.  The tournament, which has been an annual event held at…

There’s Still Time to Contribute to your Roth IRA!

Tax payers have until April 18th of 2011 to make their Roth contributions for the 2010 tax year. If you are within the income limitations to make contributions, a Roth IRA is an excellent investment account as investment growth is tax deferred and withdrawals in retirement can be tax free.

I Want to Rollover My Retirement Account

At Financial Symmetry, we can help you decide on what to do with your inactive qualified plan and multiple IRA accounts. Whether you are changing jobs, entering retirement or simply wanting to consolidate your accounts, we can help you with each step of the rollover process.

Checking Up on Your Budget

With the end of the first quarter of 2010 behind us, now is a great time to review your budget. When checking up on your budget, it is important to…