2024 Contribution Limits
For 2024, there are several material contribution limit increases across retirement accounts. A very good practice is to contribute enough of your salary to receive at least the employer match.…
Blog
15 Surprising Financial Facts to Round Out 2023, Ep #206
In our usual episodes, we aim to arm you with a particular insight or strategy that can help you move closer to the retirement you desire. But, with today’s show,…
End-of-the-Year Financial Checklist
The end of 2023 is quickly approaching. Before your calendar is filled with holiday parties and finding the perfect gift for your next White Elephant gift exchange, here are some…
Health Insurance Options to Consider When Retiring Pre-Medicare Age, ep #205
When having conversations with individuals approaching retirement, but who have yet to reach age 65, one primary concern is often in the forefront of their mind: What am I going…
Should I Enroll in My Company’s ESPP?
Do you have access to your Company’s Employee Stock Purchase Plan (ESPP)? Beyond your base pay, bonuses, and potential for stock compensation, participating in an ESPP is potentially a great…
10 Tax Planning Opportunities You Don’t Want to Miss, Ep #204
Will Holt and Chad Smith
What if one of these ten tax tools could be the opportunity that you’ve been missing? If you are looking to increase your wealth over your lifetime you’ll want to…
Are You an Above-Average Investor?
Are you an above-average driver? Well, the reality is that ~80% of drivers think they are above average, even though that’s mathematically impossible. And it is not limited to driving,…
8 Typical Stock Option Mistakes to Avoid, Ep #203
On the journey to reach your ideal retirement, stock options can be a valuable tool to have in your arsenal. However, it’s easy to make mistakes given most people don’t…
Molly Kaminski and Garrison Weaver Join Financial Symmetry
One of the things we pride ourselves on is the unwavering commitment to ensuring that our clients receive impeccable service. As we grow, our dedication to strengthening our client relationships…
Retirement Plan Horror Stories, Ep #202
There’s so much we can overlook with retirement plans. On this special Halloween-themed episode we’re sharing some retirement plan horror stories to avoid in your own wealth-building journey. Zombie plans…
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We break down some of the most important questions we are asked on a regular basis.