Is Your Estate Plan Keeping Up with the Digital Age?
Who will get to read your emails and blog posts when you die? Can my kids get copies of my digital photos and mp3 music files after I pass away?…
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Top 10 Retirement Mistakes to Avoid, Ep #31
Saving for retirement often feels like the biggest and most-talked about goal of financial planning. And while there’s a lot that goes into successful retirement planning – healthcare costs, keeping…
Grayson Blazek, CFP® is Financial Symmetry’s Newest Advisor
Grayson Blazek has recently met all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. Earning the CFP® certificate is the next step of…
Buying A Car, Ep #30
Today we’re talking about one of the larger purchases you can make: buying a car. 90% of consumers say that price is their most important consideration when buying a car, and…
Spring Clean your Finances
Spring has officially sprung! While you may take this as an opportunity to spring clean your belongings, make sure you look at your financial life as well as it is…
Irreducible Uncertainty
Having a plan in place is the backbone of financial planning. Without it how do you make decisions? How do you know you aren’t paying more taxes than you have…
Why Fiduciary Matters, ep #29
The word “fiduciary” is being tossed around a lot lately, largely because of the Department of Labor’s oncoming regulations. To help you understand the importance of these developments, we share what…
Do Millennials Have a Higher Net Worth Than Their Baby Boomer Parents?
Net Worth = Assets – Liabilities So where does our income fall in this equation? Depending on the earning years remaining, this could have a very large impact…
Episode 27 – A Financial Advisor’s Top 10 Investment Lessons Learned
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. This article was previously published on USA Today and NerdWallet.com. Have you…
The Greatest Risk to Your Financial Success
There are a lot of risks to having financial success. One risk is spending too much. Even spending an extra $5,000 per year over your sustainable spend rate can have…
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We break down some of the most important questions we are asked on a regular basis.