Financial Symmetry Family Day
On Tuesday July 14th Financial Symmetry invited children and spouses to join us for a Family Day celebration. The event allowed children of Financial Symmetry staffers to visit where their…
Blog
Looking for Social Security Advice? Pass the salt…
It’s always great working with clients who have saved diligently for retirement. Ample savings coupled with a long life expectancy in many cases argues for delaying social security benefits until…
July 2015 Investment Commentary – Greece, Commodities and Future Growth
The month started with concerns over a Greece exit (“Grexit”) from the euro zone, but was averted by a last-minute deal. Although Greece accounts for a small amount of the…
Do You Know How Your Credit Score is Determined?
It’s a valid question. Your credit score is one of many metrics that is used to define your financial health, so it’s important to know how it’s calculated and the…
Takeaways from the Morningstar Investor Conference
An important part of our job at Financial Symmetry (FSI) is spending time on research for our investment strategy. On average, every employee spends 8-12% of his or her time…
Will Holt Becomes NAPFA Approved Fee‐Only Planner
Putting our clients interests first is a cornerstone of our business. So we take great pride in becoming members of an association like NAPFA, that shines a light on the…
HSA vs. FSA. Know the Difference?
Many see these letters and think, what are they? Others confuse the two, and think HSA and FSA are the same type of account. Health savings plans and flexible spending…
Who Will You Rely on for Financial Help in Retirement?
Yourself? Your retirement accounts? Somebody else? I recently came across an article by USA Today discussing a survey that indicates Millennials and Gen X individuals are worried about their finances…
What to Expect on the Road to Financial Independence
We all love a good vacation. When planning our vacations, we set expectations of the fun and relaxation that awaits us. But not all vacations end up that way. The…
Do You Need to Amend Your Tax Return?
With April 15th behind us, now is the perfect time to review your tax return to see if there was anything you overlooked. Out of 131 million returns filed in…
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We break down some of the most important questions we are asked on a regular basis.