Posts by Heather Gudac
FSI Tees Up for Golden on the Green
Financial Symmetry Promotes Heather Gudac to Operations Manager
Ready to Finally Start Budgeting?
Many of our clients ask us, “is there a better way to track our budget?” Our answer: “Yes!”
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.
Bill Ramsay invited to TBJ Investing Roundtable
Bill Ramsay, CFP®, recently participated in his fourth Triangle Business Journal roundtable event. The 2010 Financial Roundtable: Top Triangle Investors Dissect the Market was held…
What Exactly is Deflation?
Many of us are familiar with inflation. But what about deflation?
Checking Up on Your Budget
