Financial Symmetry News & Views

Posts Tagged ‘financial planning’

As a new mom I am always trying to do what is best for my child.  Whatever the decision-whether to swaddle, use a pacifier, or let him cry-I frequently second-guess myself and wonder if I should be doing things differently.  At the end of the day I know that we have to do what works [...]

Have you seen the new CFP® TV commercial yet (take a look here)? Pretty Interesting.  The commercial is currently airing on stations that include History Channel, Travel Channel, HGTV, ESPN, MSNBC, CNN and Fox News.
The CFP Board, who issues the CFP® designation, is making a new effort to help define what being a CERTIFIED FINANCIAL [...]

Historically, most people have not had to consider the problem of owing Federal estate taxes at their death. With little or no estate planning, most property you own at death is subject to this tax, and will likely include things such as your home, retirement accounts, life insurance policies, investments, and many others. As [...]

Many investors have become disillusioned with their investment strategy.  After all, at the end of the 2000s,  most investors were left with less than they started with at the beginning of the decade.  So a desire to do something different (try something, anything else for goodness sakes!) is completely understandable.
Lots of people have made money [...]

Many of our new clients tell us they found out about fee only financial planning by listening to talk radio or watching their favorite financial pundit on television.  Media personalities such as Suze Orman, Clark Howard, and Dave Ramsey do a great service by inspiring consumers to take control of their financial lives. We also [...]

In the world we live in today, we are inundated with 24 hour news and information from more sources than ever before.  New gadgets and devices continue to roll out to capture our attention with fascinating technologies.
Smartphones and other portable devices allow the user to stay connected from even the most remote locations.  Social networking [...]

Feeling a little nervous about the recent drop in the market? You’re in good company as it’s perfectly normal in this type of environment.  In fact, we’d be surprised if the drop had not made you nervous as that is what the majority of people feel after a rise over 14 months long.  Here are [...]

No one likes potholes.  Not only because of the annoyance they create, but also the added cost of getting your car realigned as a result. Often times, you may not hit anything major but your steering wheel begins to shake and your car starts to pull to the left after reaching 45mph.  This more subtle [...]

While we emphasize the importance of annual tax planning, it’s also important to not let tax avoidance override your other financial goals.  Liz Davidson, of Forbes.com, wrote a nice piece describing how people lose money when they let tax issues dominate their investment decisions. The article does a great job of examining why payments [...]

In response to the many fears and uncertainties that arose during the recent economic crisis, The National Association of Personal Financial Advisors (NAPFA) Consumer Education Foundation sponsored multiple financial advice events around the country as part of the “Your Money Bus” tour.  On Tuesday January 19th, the “Your Money Bus” rolled in to downtown Raleigh, [...]