2022 3rd Quarter Market Update: Navigating Challenging Markets
It’s been a challenging year in the stock and bond markets. So in this month’s video recap of our market outlook, we are answering the following questions: Why markets have…
Blog
Don’t Experience This Retirement Horror Story, Ep #175
This has been a spooky year for stock and bond returns. For those of you who are near, or already in retirement, you may feel like this year is a…
An Update on Financial Symmetry’s Partnership With 3rd Decade
At Financial Symmetry we are in constant pursuit of our mission to enhance today and enrich tomorrow for our clients and communities through empowerment, education, and guidance toward financial prosperity.…
Should You Use a Non-Qualified Deferred-Compensation Plan for Your Retirement Savings? Ep #174
Have you ever been offered a non-qualified deferred compensation plan as part of your benefits package? Do you know someone who has, but wasn’t sure exactly what it was? If…
What to Do if You Contribute Too Much to a Health Savings Account
So, you realized you contributed too much to your Health Savings Account. The good news is this can be remedied, but you will need to follow several steps and act…
When Retirement Is Derailed by a Terminal Illness, Ep #173
We all have visions of our ideal retirement, and none of them include a terminal illness. However, sometimes life has other plans. Today, we are discussing the top concerns that…
Emma Turner, FPQP® Earns Financial Paraplanner Qualified Professional Designation
Financial Symmetry is very proud to announce that Emma Turner has successfully earned the Financial Paraplanner Qualified Professional SM (FPQP®) designation from the College for Financial Planning. Emma joined FSI…
Why You Should Forget These 4 Retirement Rules of Thumb, Ep #172
Retirement rules of thumb can give you a false sense of security. Today you’ll learn why you should second guess these 4 commonly referenced retirement rules. In this episode, we’ll…
Investopedia 100 Top Financial Advisors of 2022
Allison Berger, CFP® and Chad Smith, CFP® were both selected as one of Investopedia’s 100 Top Financial Advisors of 2022. They are two of the five financial advisors on this…
Roth Conversion by the Decades, Ep #171
What if you could take action now so that you have significantly more tax-free savings to utilize in retirement? On this episode, we’ll take a look at an often misunderstood…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.