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/

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.

NAPFA has launched a new Consumer Webinar Series aimed at educating consumers on financial planning topics. This free program is designed to inform the public on money basics while also covering more in-depth personal finance topics. The year-long series will consist of monthly, 1-hour live sessions that are available through the NAPFA website.