IRS Scandal
For an agency used to asking a lot of questions, the IRS is having a lot of trouble coming up with answers about who knew what and when regarding two…
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New Healthcare Exchanges
Do you buy health insurance on your own? One important piece of the Affordable Care Act (“Obamacare”) is the insurance exchanges. If you get your health insurance through your employer…
Hidden Fees are Eating your 401k!
“Hidden fees are eating away at your retirement!” “Say no to hidden fees!” “It’s YOUR money, why are you losing it to fees?” Do these messages sound familiar? Hidden Fees…
Retirement Plan Fees
Last year we wrote about new 401k fee disclosure requirements and the evidence suggesting that most 401k participants did not know they were paying for any plan costs. The structure of…
Who’s Responsible for Paying for Long-Term Care?
Did you know that you could be on the hook for your parent’s long-term care expenses? While these “filial responsibility” laws have rarely been enforced in the past, there’s a…
Heather Gudac becomes newest partner in Financial Symmetry
Heather Gudac has become the newest partner in Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Gudac states, “I am proud to join the firm as…
FSI’s 3rd Annual Client Appreciation Night is a hit!
On Friday, April 26th, we hosted our Third Annual Client Appreciation Night. Almost 150 of our clients and their families enjoyed a night of good food, conversation and baseball as…
Buy High, Sell Low
Warran Buffett once said, “the investor of today does not profit from yesterday’s growth.” This is never more evident than with individual investor performance in mutual funds. Morningstar, the mutual…
Liability Relative Investing to Combat Inflation
For many people, evaluating their financial situation means just reviewing investment performance against the Dow Jones Industrial Average. Now, Morningstar has produced new research they call Gamma, which highlights the value of smart financial planning. This…
2013 Tax Tips
On January 1st, Congress put together a tax deal that allowed most of the Bush-era tax cuts to remain in place. This means that most taxpayers will see little change…
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