Blog

A Financial Planner’s Estate Planning Journey

05/11/2015

Planning for your demise ranks up there with enjoying a root canal. Even for financial planners, making decisions surrounding our own passing is challenging. Maybe you’ve experienced a similar situation in…

FSI’s 5th Annual Client Appreciation Night

05/11/2015

Heather Gudac

Our 5th Annual Client Appreciation Night was held on April 24th– a beautiful Friday night–as the Durham Bulls took on the Gwinette Braves. The game was spectacular–ending in a walk-off…

Cameron Hendricks Earns CFP® Designation, Becomes FSI’s Newest Advisor

05/07/2015

Heather Gudac

Cameron Hendricks has recently met all requirements necessary to become a Certified Financial Planner™ (CFP®), the highest financial planning credential available. Earning a CFP® certificate will allow Hendricks to provide…

Mike Eklund Becomes Newest Partner at Financial Symmetry

05/04/2015

Heather Gudac

Mike Eklund has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Eklund states, “It is an honor and privilege to become…

Take Control of Your Taxes

04/27/2015

Cameron Hendricks

With April 15th now behind us, were you surprised by a large amount owed or a large refund? In some cases large amounts owed or refunded are a result of…

Why You Should Use a Health Savings Account

04/23/2015

Chad Smith

HSA. For some, those letters look like the word “has” that was missed on the auto spell check. Actually, it stands for a health savings account and is a tax triple threat.…

Lessons from The Millionaire Next Door

04/20/2015

Mike Eklund

Are people with a big house or fancy car wealthy? Many would say yes, but the best-selling book, The Millionaire Next Door, written by Thomas J. Stanley and William D.…

What Do Investments and Baseball Have in Common?

04/13/2015

Grayson Blazek

The greatest time of year (in my opinion) is upon us. The weather is beginning to warm, the grass is getting greener, and the 30 teams of Major League Baseball…

What Are You Waiting For?

04/06/2015

Chad Smith

Maybe you’ve heard people express fearful thoughts about how and when to invest. Maybe you’ve even expressed this thought yourself recently: “I know we are holding too much cash in…

Inheritance – 3 Steps to Handle the Details

03/30/2015

Chad Smith

You find out you’re receiving an inheritance and the first thing that comes to mind is – What next? Inheritances can provide incredible flexibility but without effective financial planning, you…

Blog

A Financial Planner’s Estate Planning Journey

FSI’s 5th Annual Client Appreciation Night

Cameron Hendricks Earns CFP® Designation, Becomes FSI’s Newest Advisor

Mike Eklund Becomes Newest Partner at Financial Symmetry

Take Control of Your Taxes

Why You Should Use a Health Savings Account

Lessons from The Millionaire Next Door

What Do Investments and Baseball Have in Common?

What Are You Waiting For?

Inheritance – 3 Steps to Handle the Details

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