Monitoring Your Financial Plan
The most important – yet often missed – step of having a financial plan created is implementing the plan. One of the top reasons is that life gets in the…
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What Investment Decision Process Should You Implement? Ep #52
 When it comes to investments, too many people take a haphazard approach when what they need is an investment decision process that makes the most of a number of…
Ep 51 – Financial Savvy For Women: The Top 10 Tips, with Allison Berger, CFP® and Grace Kvantas, CFP®
Studies show that most women don’t think of themselves as having financial savvy. Honestly, it’s a very sad situation but one that is improving as years go by. In this…
Your Ultimate New Year Financial Checklist, Ep# 50
Checklists make life easier. Research has demonstrated the value of checklists in all industries from medicine to construction. Often our financial to-do lists are scattered tasks we think about often…
Why Do I Need an HSA?, Ep #47
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. One of the most asked questions we hear centers around the…
Make these Financial Moves in Your 40s – Ep# 40
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Once you hit your 40s, it becomes more important than ever to…
The Art of Making Money Plenty
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…
What’s Your Retirement Income Strategy?
Traditionally retirement income has been thought of as a three legged stool where income consisted primarily of Social Security, Pension income, and withdrawals from personal savings. This picture has changed…
The 6 Best Big Cities
I was recently quoted in Money Magazine’s article on why Raleigh is one of The 6 Best Big Cities to Live.  The entire article can be found here, or in…
Cameron Hendricks, CFP® becomes Partner at Financial Symmetry
Cameron Hendricks, CFP® has become the newest partner at Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firm. Cameron Hendricks, CFP® Bill Ramsay, CFP®, Founder and President…
