Make the Most Out of Your Open Enrollment Period
It is that time of year again! As we approach the holiday season, many employers will open their employee benefits enrollment period for the year ahead. Are you prepared to…
Blog
Market Update Q3 2023
Below is a video of our Third Quarter 2023 Market Update. In the video we cover: Where we’ve been over 1, 5, and 10 years A reminder that there’s always…
Could You Use Net Unrealized Appreciation? Ep #201
If you are a long-time listener you know that we like to go through the nuances of financial planning that may be valuable to you. In this episode, we take…
Spotlight on Colton Tickle: Competence and Diligence
At Financial Symmetry, our core values guide our company’s decision-making and drive our team toward excellent service to our clients. We have a formal process by which our employees can…
Should I Roll Over My Retirement Account to an IRA? Ep #200
When it comes to the question of rolling over a 401K or 403B to an IRA, many people fear making mistakes. It’s true, that retirement account mistakes can be costly. On…
The Benefits of a Wealth Management Relationship – Part 2, Ep #199
Warren Buffet has said, “investing is simple, but not easy.” If even the Oracle of Omaha admits that investing isn’t easy, what does that mean for the rest of us?…
Darian Billingsley, CFP®, Angela Keeley-White and Colton Tickle Become Partners at Financial Symmetry
At Financial Symmetry, we firmly believe that our success is deeply intertwined with the growth and well-being of our team members. We are committed to investing in our people, nurturing…
The Benefits of a Wealth Management Relationship – Part 1, Ep #198
When reaching out to a financial advisor, people are looking how to save more, invest better or reduce taxes. While a financial plan can be a great start in answering…
Making the Most Out of your Medicare Benefits
As of March 2023, the Center for Medicare Advocacy estimates that over 65 million Americans are enrolled in a Medicare plan. While many of us may be familiar with the…
6 Critical Questions to Ask When You Inherit an IRA, Ep #197
So, you inherited an IRA–now what? In this episode, you’ll learn the three types of beneficiaries and the six questions you need to ask yourself when you inherit an IRA.…
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.