Archive for December, 2009
Year-End Tax Planning Tips for 2009
December 29th, 2009 | Author: Will Holt
Even though 2010 is almost here, you still have time to take advantage of some 2009 tax planning strategies. Here are some suggestions to consider before ringing in the New Year.
Should you take losses or pull in capital gains? It depends on your likely tax bracket…Take a look at [...]
Posted in Take Charge of your Finances | 
Tags: financial planning, Roth IRA, tax planning, Taxes | 
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Quicken Your Budgeting Skills
December 23rd, 2009 | Author: Heather Gudac
As many of you know, it can be hard to create a budget and even harder to stick to it. To do so, we generally recommend using software like Quicken that is designed specifically for expense tracking.
Posted in How We See It, Take Charge of your Finances |
Tags: budgeting, financial planning, Quicken |
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Will Holt Quoted in The Saturday Evening Post
December 4th, 2009 | Author: Will Holt
Will Holt, CFP®, CPA was recently quoted in the Saturday Evening Post.
Will discussed tax-loss harvesting, an important but often over-looked tax strategy. Click here to read the article, “Taking the Sting Out of Investment Loses” by Russell Wild, MBA.
Financial Symmetry has Moved!
December 4th, 2009 | Author: Heather Gudac
After 10 years in the same location, we’ve outgrown our space. We have moved to a new building next door to our old one. As we settle in, we may be slow to respond to voice mail or email messages.
Our new address is:
1511 Sunday Drive
Suite 120
Raleigh, NC 27607
Thank you for your patience, we look forward [...]
