Blog

How to Unlock the New CARES Act Charitable Deduction

08/17/2020

The CARES Act, passed in response to the Coronavirus Pandemic, brought with it numerous financial planning opportunities. This includes a new deduction to utilize for charitable gifting. In 2020, taxpayers…

The Time Is Now, Your Future Self Will Thank You, Ep #117

08/10/2020

Haley Modlin and Mike Eklund and Chad Smith

Why is it so hard to envision our future self? Dan Gilbert, a Harvard psychology professor and author of Stumbling on Happiness, has found that people are really bad at…

Good Planning Equals a Higher Probability of Success

08/03/2020

Heather Gudac

Diligence and integrity are among our core values, both in personal financial planning and for our business. In keeping with those values, we build contingency plans to ensure we maintain…

Buying a Second Home? Answer These Questions, Ep #116

07/27/2020

Chad Smith and Mike Eklund

2020 has brought us a new reality with our vacation mindsets. With many vacation plans put on hold or completely cancelled, the pandemic has become the impetus for second homes…

Nearing Retirement? Prepare for these Retirement Surprises, Ep #115

07/13/2020

Chad Smith and Allison Berger

You spend half your life preparing for retirement, but that doesn’t mean there won’t be surprises when you get there. In this episode, we highlight 10 common retirement surprises…

COVID-19 Money and Data Scams for North Carolinians to Avoid

07/06/2020

Grace Kvantas

Financial scammers are always ready to take advantage of difficult situations in our communities. They watch the headlines, and the COVID-19 pandemic and economic turmoil have led to lots of…

The “R” Plan – 5 Steps to Fight Prediction Hubris, Ep #114

06/29/2020

Chad Smith and Mike Eklund

No one can argue that the stock market has been tumultuous lately. During times of market uncertainty, investors seem to become even more certain about their predictions of the…

3 Ways to Teach Your Teenagers About Personal Finance

06/22/2020

Will Holt

Even though we’ve faced new challenges with the pandemic, it’s also presenting new opportunities. Sheltering in place has given our family time together that we otherwise never would have had. …

The ABC’s of Special Needs Financial Planning, Ep #113

06/15/2020

Grayson Blazek and Chad Smith

Special needs financial planning is an intricate and delicate process. A process loaded with challenging emotional and financial decisions. So below we provide 4 steps to think through if planning…

Darian Billingsley, CFP® is Financial Symmetry’s Newest Advisor

06/08/2020