Make the Most Out of Your Open Enrollment Period
It is that time of year again! As we approach the holiday season, many employers will open their employee benefits enrollment period for the year ahead. Are you prepared to…
Search Results for “estate planning”
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…
Ways to Prevent Taxes from Catching You by Surprise, Ep #190
 Are you the type who loves surprises? One surprise you may not enjoy is having to pay more taxes than you anticipated. Since taxes are a necessary part of…
Be Sure to Check Your Financial Vital Signs in 2023, ep #181
 It is a New Year and time to give your finances a personal checkup! See the list of items below that should be done at the beginning of each…
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…
Our Top 10 Economic Stories of 2021
Allison Berger and Chad Smith and Bill Ramsay and Cameron Hendricks and Darian Billingsley and Haley Modlin and Grace Kvantas and Grayson Blazek and Will Holt and Mike Eklund
Financial Symmetry has covered several current events on our blog throughout 2021, and here are what we think the Top 10 Economic Stories of the year have been: 1. Social…
How the American Families Plan Could Impact You and Your Taxes, Ep #147
The American Families Plan hasn’t yet become law, but that doesn’t mean that you can’t prepare for the changes that may be coming. In this episode, we consider the planning…
To Buy or Not to Buy in a Hot Housing Market, Ep #141
With the turbocharged real estate market, buying a house is not as easy as it once was. We’ve all heard stories of houses getting multiple offers, before they are listed…
Getting Started With a 529
May 29th is National College Savings Day. However, plenty of Americans don’t know about 529 plans or may not fully understand their benefits. As a college savings vehicle that is…
10 Steps to Maximize your Employee Benefits
Open enrollment presents a great opportunity to review your current financial situation and determine if there are any areas of your financial life that can be optimized through the benefits…
