Ways to Improve Financial Outcomes for Women, #185
As International Women’s Day [March 8th] approaches, we wanted to get together to explore ways to improve the financial outcome for women across the globe. The gender wage gap costs…
Posts by Haley Modlin
Can I Really Earn 9% on I Bonds?
You may have caught a headline or heard some murmurers from colleagues about I Bonds and their currently high interest. If so, you’ve likely wondered how they have that interest…
Retirement Considerations for Women: Breaking the Bias to Achieve Income Security, Ep #159
In honor of International Women’s Day on March 8, we’re discussing retirement considerations for women that can help them #BreakTheBias surrounding women and money. Listen in to discover how you…
What to Consider When Reviewing Your Estate Documents
Like other parts of your financial life, estate planning is not a one-time event. There is no “set it and forget it” aspect to it since our lives and laws…
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…
Qualified Charitable Distributions – A Retiree’s Secret Weapon to Slash Taxes
Once you have reached retirement, started Social Security and Required Minimum Distributions from IRAs, your options for tax savings tend to be fairly limited. Retirees may face the Social Security…
Everything You Need to Know About Roth IRAs
A Roth IRA is an individual retirement account that allows for tax free growth of retirement funds. While you receive no tax benefit or deduction at the time of contribution,…
Getting Started With a 529
May 29th is National College Savings Day. However, plenty of Americans don’t know about 529 plans or may not fully understand their benefits. As a college savings vehicle that is…
The Impact of COVID-19 on Women’s Financial Lives, Ep #121
We know the COVID-19 global pandemic has affected everyone in unique ways. Today we want to discuss how this health crisis has affected women, specifically financially. As working mothers,…
The Time Is Now, Your Future Self Will Thank You, Ep #117
Why is it so hard to envision our future self? Dan Gilbert, a Harvard psychology professor and author of Stumbling on Happiness, has found that people are really bad at…
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