Article Archive for "Take Charge of your Finances"



Mint.com Offers Free, Online Budgeting Tool

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 [...]

Mint.com Can Help You Manage Your Budget

A key aspect of financial planning is managing expenses.  However, setting a budget and consistently monitoring it is easier said than done.  That is why we recommend using an expense tracking software to keep track of your spending.  Mint.com is a relatively new personal finance website that takes a lot of the work out of [...]

Personal Loans, The Right Way

With unemployment high, requests for loans from friends and family members are on the rise.  This can put a potential lender in a difficult position.  They do not like to see someone they care about having financial difficulties, but they also know that personal loans can become gifts as default rates are high.
There is also [...]

Risky Business

New research has found that men are more likely to take larger risks in their financial decision making than women.

NAPFA Consumer Webinar Series Update

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 [...]

The Best Time to Buy Guide

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 [...]

Energy Efficiency and Renewable Energy Tax Credits

The following article is written by Financial Symmetry’s Will Holt, CPA.
For me, one of the neatest things about living in the Avent West community has been observing the transformation of homes through remodel, refurbishment and even reconstruction.  In fact, the same could be said about the entire city of Raleigh as it certainly looks a [...]

Investors: Leave Your Emotions at the Door

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.

“Secret Millionaire’s Club”-Warren Buffett Cartoon Promotes Financial Literacy

Warren Buffett is lending his voice to a new cartoon series that aims to teach valuable financial lessons to kids through entertainment.

Motivation for Financial Fitness

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.

FSI News & Views

This news site includes independent analysis and commentary by Financial Symmetry on the global economy.
We view all market developments through the same filter, "How will this affect our clients?"

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