What If I Lose It All?
The transition to retirement can be an exciting time. Shifting to additional leisure and time for the things you enjoy is a positive change for many. But it can also…
Blog
Sold Your Business, Received an Inheritance? Here’s the Next Steps Ep #82
 You’ve just sold your business. Or maybe you received an inheritance. Making decisions on how to handle the lump sum proceeds can be paralyzing. Most of us fear making…
Employee Spotlight: Christian Polanco
Christian Polanco joined our team in January 2019 as one of our Client Service Associates. He is a direct point of contact for our clients, assisting with all steps of…
Employee Spotlight: Garrick King
Garrick King joined our team in December 2018 as one of our Client Service Associates. He is a direct point of contact for our clients, assisting with all steps of…
Employee Spotlight: Catherine Tillery
Catherine Tillery joined our team as our tax planner at the end of 2018. She works closely with our Advising team and tax consultant to take advantage of tax efficiencies…
Everything You Need to Know About the New Federal Tax Forms, Ep #81
 Have you checked out the new federal tax forms? Waiting until the last minute to prepare your taxes this year will leave you surprised. With the new tax code,…
How Do Millionaires Spend Their Time?, Ep #80
It wasn’t that long ago that the most popular television show in America was named “Who wants to be a Millionaire?” Before that, in the 1980s, we were enamored with…
Grace Kvantas, CFP® becomes Partner at Financial Symmetry
Grace Kvantas, CFP® has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and comprehensive wealth management firm. Bill Ramsay, CFP®, Founder and President of…
What to Do When Your RSUs Vest
Many companies use non-cash compensation in the form of company stock to reward and incentivize their employees. A common example of this in the Triangle/RTP area is Restricted Stock Units…
Money and Relationships: Are We Speaking the Same Financial Language?, Ep #79
Money and relationships don’t always go hand in hand. Making you wonder if you and your partner are speaking the same financial language. If money is causing stress in your…
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.