Tax Changes to Consider After the Death of a Spouse, Ep #166
Most of us believe we’ll always have more time with our spouse, but when that time is cut short, we’re often left with too many questions and not enough answers.…
Blog
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…
Why You Need a Professionally Prepared Estate Plan, Ep #165
 Do you have an estate plan? Is it up to date? Was it prepared by an estate planning professional? If you answered “no” to any of these questions, you…
Haley Modlin, CFP® Becomes Partner at Financial Symmetry
Financial Symmetry is pleased to welcome Haley Modlin, CFP® to our shareholder group. Since beginning her career with us an intern in 2014, Haley has been instrumental in shaping our…
Your Game Plan for Volatile Markets, Ep #164
Stocks are now in a bear market. Rising interest rates mean bonds are having a horrible year. Inflation reached a 40-year high. Headlines like these makes it tough to have…
Health Savings Accounts: Mid-Year Changes and the Last Month Rule
From upfront tax deductions to tax deferred growth and (potential) tax free withdrawals, a Health Savings Account can be an incredibly advantageous account to utilize. But what happens if you…
10 Tax Surprises to Watch Out For, Ep #163
You might have noticed some unexpected surprises when you filed your tax return this year. Since tax planning and preparation is an important part of how we help clients at…
Are You Retiring Within the Next 5 Years?
Is your retirement date approaching? You need to have a retirement plan in place to help guide you through this transition. It’s important to understand what type of strategy would…
2022 1st Quarter Market Update
This brief video includes recent updates on the global stock and bond markets. In addition, please contact your Financial Symmetry team if you have any specific questions regarding your portfolio,…
What are the Best Retirement Strategies for Me? Ep #162
 Deciding to retire is just the beginning of your retirement decision-making. From tax planning to social security decisions, finding the best strategies for your retirement years requires regular analysis.…
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.