Blog

Grayson Blazek Joins Financial Symmetry’s Operations Team

01/27/2014

Financial Symmetry has hired Grayzon Blazek as our newest Data Specialist to support our operations department. Grayson joins the firm after participating in FSI’s financial planning internship program since January 2013.…

How Much did you Spend Last Year?

01/23/2014

Heather Gudac

The start of a new year is often when we tell ourselves “This year I am going to [insert resolution here].” Maybe last year you decided to really start tracking…

The Top 10 Economic Stories of 2013

12/26/2013

Allison Berger and Cameron Hendricks and Chad Smith and Mike Eklund and Bill Ramsay and Will Holt

As we did last year, Financial Symmetry has covered several current events on our blog throughout 2013, and here are what we think the Top 10 Economic Stories of the Year…

The Reality of Target-Date Funds

11/18/2013

Will Holt

Older workers who are using target-date funds as the primary vehicle for saving in their 401ks are facing a difficult reality. An article in Bloomberg’s Businessweek, titled Target-Date Funds’ Risky…

FSI sponsors O’Berry Center Annual Golf Tournament

11/11/2013

Angela Keeley-White

2013 marks the sixth year that Financial Symmetry has sponsored the O’Berry Center Foundation Golf Tournament. This year, Chad Smith, CFP®, and Bill Ramsay, CFP®, participated in the Foundation’s 21st…

529 Traps

11/08/2013

Chad Smith

Much of the advice you hear surrounding 529 accounts stresses the importance of saving in these accounts for tax-advantaged savings toward college costs. But, when it comes time to make…

What’s Spookier than College Savings?

10/28/2013

Grace Kvantas

Education costs can be one of the most significant and daunting expenses that ever cross a parent’s path. According to a recent study by Fidelity, most families are “…on track…

What Type of Financial Planner are You?

10/24/2013

Cameron Hendricks

The Certified Financial Planners Board and the Consumer Federation of America performed a research study earlier this year involving a sample of 1,002 household financial decision makers nationwide which included…

The Importance of Saving Early

10/11/2013

Angela Keeley-White

Being a young couple in our 20’s, my husband and I were not very concerned about saving for retirement like we should have been once we graduated from college. We…

The Tooth Fairy is Rich!

10/04/2013

Mike Eklund

What do you think is the average amount left by the tooth fairy? It’s a great time to be a kid with a loose tooth, because the answer is $3.70,…