Will Holt CFP® quoted in the News & Observer
Financial Symmetry advisor Will Holt, CPA, CFP®, was recently quoted in Raleigh’s News & Observer in an article titled What to Save, and When. Holt was one of a few…
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Why you need a Financial Plan
Click to enlarge, or view the survey Do you ever ask yourself, “At what age can I retire?” Or, “Am I saving enough to help pay for my child’s college…
5 College Planning Myths
This month’s issue of Money magazine features an article entitled Busting the 5 Myths of College Costs. The landscape of saving and ultimately paying for college has been constantly changing…
FSI brings their A-game to the 2013 Golden on the Green
For the past eight years, Financial Symmetry has had the privilege of sponsoring and participating in the charity golf tournament, Golden on the Green. The tournament, which has been an…
Planning the End of Your Life
We are an aging population in the US. In 2009, there were 39.6 million people over the age of 65. In 2030, there is expected to be 72 million in…
First Mortgage? Here is What You Need to Know
Are you buying your first home? While it’s an exciting time in your life, the mortgage process can be intimidating. The following are the steps and what you can expect:…
It’s That Time Again…
Just get back from vacation? Planning a vacation soon? Know how you’re doing with your budget this year? Most people’s response is “No.” Now is most likely not the time you…
What are Healthcare Savings Accounts?
With the Affordable Care Act (“Obamacare”) becoming law in 2014 it is expected Healthcare Savings Accounts (HSAs) will get more attention. An overview of HSAs are detailed below in the…
Angela Keeley-White joins Financial Symmetry’s Operations Team
Angela Keeley-White is Financial Symmetry’s newest Operations Specialist. Angela has worked in the finance field since 2008 when she started as an intern at Financial Symmetry. She grew up in…
Mike Eklund Joins Financial Symmetry’s Team of Advisors
Mike Eklund, CRPC®, will begin advising clients of Financial Symmetry. Mike joined Financial Symmetry’s team in September of 2012 after making a career transition from the banking industry to personal…
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