Financial Symmetry News & Views

Posts Tagged ‘Everyday Life’

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

The tragedy in Japan continues to be the top news story and warrants international support.  While the human aspect of this crisis continues to be devastating, we can’t discount the economic impact as well.  Well respected international fund family, First Eagle Funds, was heavily allocated to Japanese investments before the tsunami hit.  To find out [...]

Chances are, you know somebody who has made a vow to go to the gym twice or three times a week, and even bought a gym membership, and never gets around to going.  You probably also know people who don’t put money in their company’s 401(k) plan, even though the company matches some or all [...]

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 [...]

On Tuesday, September 15th, Allison Berger, CFP® and Chad Smith, CFP®, both partners at Financial Symmetry, Inc., returned to their alma mater to speak to NC State’s Personal Finance Club, which is based in the College of Management.
The club was created for students who are interested in careers in financial planning, who want to expand [...]

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 [...]

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 [...]

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

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 [...]