Estate Planning in Your 60’s
Tips The above chart from JP Morgan’s 2016 Guide to Retirement, provides a glimpse of the life expectancy of someone who is currently age 65. Given the 47% chance that…
Search Results for “estate plan”
How Old is Your Estate Plan?
If you’re like most people you have a “set it and forget it” mindset when it comes to estate planning. You set up plans and documents years ago but haven’t…
A Financial Planner’s Estate Planning Journey
Planning for your demise ranks up there with enjoying a root canal. Even for financial planners, making decisions surrounding our own passing is challenging. Maybe you’ve experienced a similar situation in…
Estate Planning: Til’ Death Do Us Part
Planning for the end of your life just as you are about to begin your new life together probably doesn’t seem quite as enticing as packing the bags for your…
How to Approach Planning a Retirement Abroad, Ep #215
Have you thought about retiring abroad? For many of us, our visions of retirement include extended stays exploring new locations in other countries. Could this or some other idyllic vision…
A Hidden Tax: Does Your State Have Its Own Estate or Inheritance Tax?
In the realm of estate planning, many people in the United States have heard of the estate tax but think it does not apply to them, instead seeing it as…
Is Rental Real Estate Right for You?
Rental real estate is hot right now, especially in the Triangle area. Over the past two years, I’ve had many of my clients ask about rental real estate and whether…
The Importance of Financial Planning
Do you have a mapped-out plan for your future? Do you know the best steps to take to achieve your goals? Financial Planning could be the answer. In a world…
Emma Turner, FPQP® Earns Financial Paraplanner Qualified Professional Designation
Financial Symmetry is very proud to announce that Emma Turner has successfully earned the Financial Paraplanner Qualified Professional SM (FPQP®) designation from the College for Financial Planning. Emma joined FSI…
Planning for Business Owners
The Situation Tyler and Lauren own a business together, and they have four children. They haven’t had the time to dedicate to their finances in the past, and now they…
