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 [...]
Have you made your 2009 Roth IRA contribution?
If you have not yet made the maximum contribution, you still have time! Tax payers have until April 15th of 2010 to make their Roth contributions for the 2009 tax year. If you are within the income limitations to make contributions, a Roth IRA is an excellent investment [...]
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.
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 [...]
The next NAPFA Consumer Webinar Series is scheduled for November 6th, 2009 from 1:00pm until 2:00pm. Here’s a preview of the upcoming series, Protecting What You Have :
Protecting What You Have
1:00 pm – 2:00 pm ET
Instructor Roseann Bove, CFP, CLU
NAPFA-Registered Financial Advisor
Your health, family, and home are important and need to be kept safe. Roseann [...]
Looking for a way to better track your budget? Throughout the upcoming weeks, we will be bringing you personal reviews of some of the budgeting software available. Some will be free, online websites, while others will be computer software programs available for purchase or download.
Our first review comes from Heather Zaczek, our Operations Specialist, who [...]
The next NAPFA Consumer Webinar Series is scheduled for September 4th, 2009 from 1:00pm until 2:00pm. Here’s a preview of the upcoming series, Kids & Money :
“Kids & Money
1:00 pm – 2:00 pm ET
Instructor Linda Leitz, CDP, CFP, EA,
NAPFA Registered Financial Advisor and
Author of The Ultimate Parenting Map to Money Smart Kids
How can you raise [...]
Need a new appliance? You may be able to find the best deals on large appliances during September and October.
Sometimes certain purchases can put a strain on your budget, like a new refrigerator, furniture or computer. While there is not a ‘best time to buy’ guide for everything, there are certain categories of goods and [...]
It’s important to remember that investments should be evaluated on their merit, not personal emotions that can cloud your judgment and lead you to act in ways that are counterproductive to your financial success.
Finding the motivation to save can be just as difficult as motivating yourself to diet and exercise. In both cases you know the outcome will be worthwhile — financial security and better health. However, taking the steps to get there is easier said than done.
