Blog

Donor-Advised Fund or a Private Foundation for a Charitable Giving Strategy

12/11/2017

Typically we see clients approach charitable gifting in one of two ways: Giving cash Giving appreciated stock While both are good options, there are often times, where a more advanced…

Why Do I Need an HSA?, Ep #47

12/04/2017

Chad Smith and Mike Eklund

You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. One of the most asked questions we hear centers around the…

5 Reasons Why You Should Track Your Spending

11/27/2017

Haley Modlin

When it comes to excuses for not monitoring your spending, we’ve heard them all. “I’m not living paycheck to paycheck.” “It takes too much time and effort.” “I don’t want…

Ep 46 – What Tax Strategies Am I Missing?

11/20/2017

Will Holt and Chad Smith and Mike Eklund

You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Near tax time each year, do you find yourself wondering what…

Questions to Ask when Searching for a Financial Advisor

11/13/2017

Grace Kvantas

There are a lot of “financial advisors” out there, and not all advisors are created equally. I recently spoke with a prospective client who asked some great questions. Unfortunately, she…

Ep 45 – How Likely Are You to Build Wealth?

11/06/2017

Mike Eklund and Chad Smith

You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. What if you knew the secret to building wealth? For many,…

Treat Yourself

10/30/2017

Heather Gudac

As a thirty something, I see a lot of “treat yourself” posts on social media, website ads, and in radio commercials. It’s satisfying to clear out an online shopping cart…

Ep 44 – What Behavioral Economics Means To You

10/23/2017

Chad Smith and Mike Eklund

You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Did you realize that we are hardwired to make irrational financial…

FSI Sponsors 25th O’Berry Center Annual Golf Tournament

10/19/2017

Angela Keeley-White

2017 marks the tenth year that Financial Symmetry has helped raise funds for the O’Berry Center Foundation through the foundation’s annual Golf Tournament (you can read about previous years by…

I Received a Windfall – Now What?

10/16/2017

Grayson Blazek

‘Massachusetts woman wins 3 quarters of a billion dollars in recent Powerball drawing’. Talk about a headline! The hype and hysteria that surrounds lottery drawings often garners loads of attention…