Don’t Make These 5 Mistakes When Starting Your 401k
If you were like me after graduating from college and getting your first real job, you always heard your parents or other colleagues talk about making sure you contribute to…
Blog
Ways to Retire More Confidently, Ep #161
Many people who listen to retirement podcasts and read financial articles are fantastic savers. If that sounds like you, congratulations! You may have done the hard work to accumulate enough savings…
How to Think About Impacts of the War in Ukraine
We acknowledge that Russia’s war on Ukraine has caused a tragic humanitarian crisis and loss of life. Events are unfolding quickly, and there is much uncertainty. We are monitoring the…
Retirement Trends You Should Know About, Ep #160
Financial planning is a powerful tool that can help you not only anticipate risks and opportunities but also help you envision your future to ensure that you can retire the…
2022 Contribution Limits
For 2022, a few of the contribution limits have increased. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay…
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…
Don’t Fall Victim to This In Retirement, Ep #158
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,…
2022 InvestmentNews Best Places to Work For Financial Advisers
Financial Symmetry is honored to be recognized in the 2022 InvestmentNews Best Places to Work for Financial Advisers. Our dedication to enhance today and enrich tomorrow applies not only to…
How to Deal with Concentrated Stocks in Your Portfolio, Ep #157
Do you have concentrated stocks in your portfolio? You may have inherited stocks from a loved one or maybe you receive stock options as part of your pay structure or…
Christian Polanco, CFP® is Financial Symmetry’s Newest Advisor
Financial Symmetry is thrilled to promote Christian Polanco, CFP® to an Advisor role. Our firm continues to grow, evolve and expand to meet and exceed our service commitments to our…
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.