Posts by Haley Modlin

We’re Here For You

Important note: Until further notice, our physical Financial Symmetry office location is closed. We’re able to serve you remotely through email, video conferencing and phone calls. More details are included…

Spring Clean your Finances

Spring has officially sprung! While you may take this as an opportunity to spring clean your belongings, make sure you look at your financial life as well as it is…

5 Financial Steps for Newlyweds

When planning a wedding, it’s not unusual to spend most of your weekends contemplating what kind of cake you should have or what color scheme you should use. It is…

How Old is Your Estate Plan?

If you’re like most people you have a “set it and forget it” mindset when it comes to estate planning. You set up plans and documents years ago but haven’t…

HSA vs. FSA. Know the Difference?

Many see these letters and think, what are they? Others confuse the two, and think HSA and FSA are the same type of account. Health savings plans and flexible spending…

Do you know the right questions to ask when you sit down with a financial planner?

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we’re asked on a regular basis.

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