Articles by Heather Gudac

Heather's Profile

Heather is our Operations Manager and Office Manager. Upon graduation from NC State University with a B.S. in Business Management, Finance, Heather joined Financial Symmetry, Inc. (FSI) as their Operations Specialist and Office Manager in 2008. She began her career with the firm as a financial planning intern in late 2006. As Financial Symmetry has continued to grow, so has Heather’s role within the company. In addition to her responsibilities of assisting with portfolio administration and growth management, and overseeing the company’s internship program, Heather manages a growing operations team. Working closely with FSI’s advisors, Heather coordinates new account transitions, supervises account maintenance and guides our clients though qualified account rollovers and distributions processes. Heather also assists FSI’s primary advisors with financial planning projects by gathering and organizing data through client communications.

Link to Heather's Full Bio

http://www.financialsymmetry.com/our-team/heather_gudac/

Now that you have been tracking for a few months or longer, are your budgeted items realistic? We’ve complied a few tips to help you get back on track.

Financial Symmetry recently expanded our Operations Department by adding Cameron Hendricks to our team as our new Data Specialist .

Financial Symmetry, Inc. has recently promoted Heather Gudac to Operations Manager.
Upon graduation from NC State University with a B.S. in Business Management – Finance, Heather joined Financial Symmetry, Inc. (FSI) as their Operations Specialist and Office Manager in 2008. She began her career with the firm as a financial planning intern in late 2006.
As [...]

Many of our clients ask us, “is there a better way to track our budget?” Our answer: “Yes!”

Tax payers have until April 18th of 2011 to make their Roth contributions for the 2010 tax year. If you are within the income limitations to make contributions, a Roth IRA is an excellent investment account as investment growth is tax deferred and withdrawals in retirement can be tax free.

At Financial Symmetry, we can help you decide on what to do with your inactive qualified plan and multiple IRA accounts. Whether you are changing jobs, entering retirement or simply wanting to consolidate your accounts, we can help you with each step of the rollover process.

Bill Ramsay, CFP®, recently participated in his fourth Triangle Business Journal roundtable event. The 2010 Financial Roundtable: Top Triangle Investors Dissect the Market was held…

Many of us are familiar with inflation. But what about deflation?

With the end of the first quarter of 2010 behind us, now is a great time to review your budget.
When checking up on your budget, it is important to look over a specific amount of time for comparisons to actual expenses. Comparing expenses on a monthly basis can be a source of frustration as there [...]

We’ve recently launched a newly designed website- www.FinancialSymmetry.com.   We felt that a new site was needed to showcase our services in an easy-to-navigate manner.
A few of the new features include client stories, frequently asked questions and additional details of our services.
We invite you to browse our new website and hope you find it easy to [...]