What Happens When You Have No Estate Plan?, Ep #57
Do you know what the number one most avoided financial subject is? On this episode of The Financial Symmetry Podcast, we are diving deep into estate planning where you’ll learn…
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Episode 33 – 5 Things to Know Before Investing in Real Estate
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Real estate investing can be tempting for many reasons, but we often…
Is Your Estate Plan Keeping Up with the Digital Age?
Who will get to read your emails and blog posts when you die? Can my kids get copies of my digital photos and mp3 music files after I pass away?…
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…
Prince’s Estate Issues Underscore the Importance of a Will
There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Music legend Prince died at age 57 this year,…
Financial Planning
We design customized comprehensive financial plans that help you set priorities and realize your financial goals. Our financial plans are billed based on the tiers listed below. Our planning tiers…
Planning the End of Your Life
We are an aging population in the US. In 2009, there were 39.6 million people over the age of 65. In 2030, there is expected to be 72 million in…
Planning for a Second Marriage
The Situation Frank and Sally are entering into their second marriage. Both of them have children from prior marriages. Each of them has a net worth over $1 million. However,…
Will the 2010 Estate Tax Repeal Impact You?
When Congress left town on Christmas Eve, it failed to address a major issue – the repeal of the federal estate tax…
Decision Making in the Middle Years of Retirement, Ep #216
Now that you have made it through the retirement danger zone with your financial plan intact, what’s next? This season can be full of opportunities, both personal and financial. At…
