Posts by Will Holt

10 Tax Planning Opportunities You Don’t Want to Miss, Ep #204

11/27/2023

What if one of these ten tax tools could be the opportunity that you’ve been missing? If you are looking to increase your wealth over your lifetime you’ll want to…

What are the benefits of wealth management

The Benefits of a Wealth Management Relationship – Part 1, Ep #198

09/05/2023

Will Holt and Allison Berger and Grayson Blazek and Chad Smith

When reaching out to a financial advisor, people are looking how to save more, invest better or reduce taxes. While a financial plan can be a great start in answering…

What Are Stock Options and How Do They Work?

11/07/2022

Will Holt

If you’ve been offered stock options, you’ve probably wondered how you should best handle them. This starts with understanding what they are and the rules and regulations around exercising and…

Don’t Fall Victim to This In Retirement, Ep #158

02/28/2022

Allison Berger and Will Holt

From data breaches to text messages, emails, and phone calls, scammers are always looking for new ways to scam you out of your savings. Financial fraud can devastate retirement plans,…

Our Top 10 Economic Stories of 2021

12/20/2021

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…

Debt Ceiling Déjà Vu

09/29/2021

Will Holt

Here we go again. Republicans and Democrats are squaring off over whether to raise the debt ceiling. The country is facing a partial government shutdown if Congress fails to act…

3 Key Areas to Analyze for your Stock Options, Ep #143

08/09/2021

Will Holt and Chad Smith

Stock options can be one of the most lucrative benefits of your job, but they can also be a tax land mine. Our resident tax professional, Will Holt, joins us…

Is Now a Good Time to Buy Rental Real Estate in the Triangle?

06/07/2021

Will Holt

Is now a good time to buy rental real estate? According to Zillow, a $235k home bought five years ago in Raleigh is now worth $335k. That’s a 43% increase!…

End of Year Charitable Giving Changes You Should Double-Check

12/07/2020

Will Holt

Most taxpayers no longer take the itemized deduction since the passing of Tax Cuts and Jobs Act of 2017. The TCJA effectively doubled the standard deduction raising a much higher…

Should I Make a Roth IRA Conversion?

11/23/2020

Will Holt and Grayson Blazek

Have you wondered if a Roth IRA Conversion will save you more in taxes? 2020 has offered a unique opportunity for some taxpayers to capitalize by making a Roth conversion.…

Posts by Will Holt

10 Tax Planning Opportunities You Don’t Want to Miss, Ep #204

The Benefits of a Wealth Management Relationship – Part 1, Ep #198

What Are Stock Options and How Do They Work?

Don’t Fall Victim to This In Retirement, Ep #158

Our Top 10 Economic Stories of 2021

Debt Ceiling Déjà Vu

3 Key Areas to Analyze for your Stock Options, Ep #143

Is Now a Good Time to Buy Rental Real Estate in the Triangle?

End of Year Charitable Giving Changes You Should Double-Check

Should I Make a Roth IRA Conversion?

Download our 5 Questions to Ask Your Financial Advisor eBook

Blog Categories

Authors

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