Blog

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…

Does Having More Money Equate to More Happiness?

12/13/2021

Guest Authors

The relationship between happiness and money is complicated. Just consider this sampling of the myriad studies that explore the link between the dollars we earn and the happiness we feel.…

Should You Worry About Inflation? Ep #152

12/06/2021

Mike Eklund and Chad Smith

Everyone is talking about inflation. You can’t open a newspaper, look at your phone, or go to a barbecue without hearing about it. With all this talk, it can be…

Qualified Charitable Distributions – A Retiree’s Secret Weapon to Slash Taxes

11/29/2021

Haley Modlin

Once you have reached retirement, started Social Security and Required Minimum Distributions from IRAs, your options for tax savings tend to be fairly limited. Retirees may face the Social Security…

Year-End Tax Strategies to Consider Now, Ep #151

11/22/2021

Chad Smith and Grayson Blazek

The end of the year is an often overlooked time for tax saving strategies. People instead become pre-occupied with open enrollment and the holidays. So today we’re sharing which tools…

What to Do if You Contribute Too Much to a 401k

11/15/2021

Grayson Blazek

So, you realized you contributed too much to your 401k. The good news is this can be remedied, but you will need to follow several steps and act quickly as…

5 Investing Superpowers You Can Harness Today, Ep #150

11/09/2021

Allison Berger and Grace Kvantas

Welcome to this bonus episode of the Financial Symmetry podcast with Allison Berger and Grace Kvantas. We bring you this episode as a special preview to the upcoming Women: A Force…

Is Now a Good Time to Invest? Ep #149

11/01/2021

Chad Smith and Grace Kvantas

Anxiety-inducing headlines, all-time stock market highs and an economy still recovering from a pandemic, have left many people hesitant to invest their cash savings. None of us can make…

2021 3rd Quarter Market Update

10/25/2021

Mike Eklund and Grace Kvantas

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,…

Developing a Retirement Withdrawal Strategy, Ep #148

10/18/2021

Chad Smith and Allison Berger

Developing a retirement withdrawal strategy requires a different mindset versus the years you spent accumulating your retirement savings. This is why you need to have a retirement plan in place…