Take Charge of your Finances

Donor-Advised Fund or a Private Foundation for a Charitable Giving Strategy

12/11/2017

Typically we see clients approach charitable gifting in one of two ways: Giving cash Giving appreciated stock While both are good options, there are often times, where a more advanced…

5 Reasons Why You Should Track Your Spending

11/27/2017

Haley Modlin

When it comes to excuses for not monitoring your spending, we’ve heard them all. “I’m not living paycheck to paycheck.” “It takes too much time and effort.” “I don’t want…

Questions to Ask when Searching for a Financial Advisor

11/13/2017

Grace Kvantas

There are a lot of “financial advisors” out there, and not all advisors are created equally. I recently spoke with a prospective client who asked some great questions. Unfortunately, she…

Treat Yourself

10/30/2017

Heather Gudac

As a thirty something, I see a lot of “treat yourself” posts on social media, website ads, and in radio commercials. It’s satisfying to clear out an online shopping cart…

I Received a Windfall – Now What?

10/16/2017

Grayson Blazek

‘Massachusetts woman wins 3 quarters of a billion dollars in recent Powerball drawing’. Talk about a headline! The hype and hysteria that surrounds lottery drawings often garners loads of attention…

What Is Your Investment Strategy?

10/02/2017

Mike Eklund

As one individual once told me, their investment portfolio is like an untended garden. An interesting, but accurate analogy. Without enough water and care the plants/flowers in the garden will…

Ep 42 – How To Navigate Open Enrollment

09/25/2017

Chad Smith and Mike Eklund

You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. For many the open enrollment period is just another email you quickly…

Equifax Security Breach-Financial Symmetry, Inc.

What to Do About the Equifax Security Breach

09/08/2017

Allison Berger and Grayson Blazek

While most of us were watching the path of Hurricane Irma, another big news story surfaced last week. Equifax, who most of us use to run annual credit reports, was…

Teaching Your Kids About Money

08/19/2017

Mike Eklund

What is one of the best gifts you can give your children? No, it is not the latest toy or electronic gadget, it’s teaching them sound personal finance skills. As…

The Art of Making Money Plenty

08/07/2017

Allison Berger

The Art of Making Money Plenty in every Man’s Pocket, by Doctor Benjamin Franklin hangs in my office. It’s a frequent reminder of the simplicity of building wealth and security…