Five Topics to Discuss Before Saying I Do
There are a number of different questions engaged couples need to ask themselves before tying the knot, and most of them can be answered in less time than it takes…
Search Results for “estate plan”
The CPA Designation
About the CPA designation Having the accounting expertise of a CPA on our staff provides additional value to our clients. Will Holt, CPA, CFP and partner in the firm has…
Compromise on Taxes?
Deal Nearly Completed You’ve no doubt heard stories this week that the Obama Administration and Republican leaders have negotiated an end-of-year tax deal which will, among other things, extend the…
Changing the Definition of “Wealthy”
Historically, most people have not had to consider the problem of owing Federal estate taxes at their death. With little or no estate planning, most property you own at death…
What Starting an S-Corp Could Look Like for You, Ep #217
Today we’re diving into a specific path that many retirees consider as they move away from the “corporate” world and enter their second act – starting a business. With increased…
Cryptocurrency: What to Know Before Investing
Cryptocurrency has captured the attention of many investors over the last decade. Seeing large performance swings can excite a lottery mentality, tempting you to invest so you don’t miss out.…
Press Mentions
20232022202120202019201820172016201520142013201220112010200920082007200620052023 Morningstar Magazine- A Focus on Transitions Inc. Magazine- Regionals 2023: Mid-Atlantic Triangle Business Journal’s 2023-2024 Book of Lists: #18 on the list of Financial Planners 2022 Univision-Expert Analyzes Impact…
Angela Keeley-White
Angela Keeley-White is our Client Service Manager. She is responsible for managing our firm’s client communications, social media content, digital initiatives, and onboarding new clients. Angela oversees our firm’s client…
Spotlight on Compassion, Diligence and Teamwork: Emma Turner, FPQP®
Financial Symmetry’s core values drive our team towards excellent service to our clients. FSI has a formal process where our employees can recognize one another when someone demonstrates excellence in…
Changes Coming to the Financial Aid Calculations: EFC to SAI
For many parents with children in or about to start college and adults going back to school, filling out the FAFSA application for each school year is a commonplace event…
