IRS to Send Letters to Those Who May Have Had Information Stolen
Earlier this week it was announced that thieves may have accessed approximately 220,000 more tax return accounts through the IRS on top of the 114,000 that were reported this past…
Take Charge of your Finances
Looking for Social Security Advice? Pass the salt…
It’s always great working with clients who have saved diligently for retirement. Ample savings coupled with a long life expectancy in many cases argues for delaying social security benefits until…
July 2015 Investment Commentary – Greece, Commodities and Future Growth
The month started with concerns over a Greece exit (“Grexit”) from the euro zone, but was averted by a last-minute deal. Although Greece accounts for a small amount of the…
Do You Know How Your Credit Score is Determined?
It’s a valid question. Your credit score is one of many metrics that is used to define your financial health, so it’s important to know how it’s calculated and the…
Takeaways from the Morningstar Investor Conference
An important part of our job at Financial Symmetry (FSI) is spending time on research for our investment strategy. On average, every employee spends 8-12% of his or her time…
HSA vs. FSA. Know the Difference?
Many see these letters and think, what are they? Others confuse the two, and think HSA and FSA are the same type of account. Health savings plans and flexible spending…
Who Will You Rely on for Financial Help in Retirement?
Yourself? Your retirement accounts? Somebody else? I recently came across an article by USA Today discussing a survey that indicates Millennials and Gen X individuals are worried about their finances…
What to Expect on the Road to Financial Independence
We all love a good vacation. When planning our vacations, we set expectations of the fun and relaxation that awaits us. But not all vacations end up that way. The…
Do You Need to Amend Your Tax Return?
With April 15th behind us, now is the perfect time to review your tax return to see if there was anything you overlooked. Out of 131 million returns filed in…
Baby on the Way? 5 Tips to be Better Prepared
Do you remember how you felt upon finding out you were having a baby? Our journey began 5 years ago. We were filled with the excitement of all new parents. My…
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We break down some of the most important questions we are asked on a regular basis.