Financial Symmetry News & Views

Posts Tagged ‘financial planning’

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 [...]

Even though 2010 is almost here, you still have time to take advantage of some 2009 tax planning strategies.  Here are some suggestions to consider before ringing in the New Year.

Should you take losses or pull in capital gains?  It depends on your likely tax bracket…Take a look at [...]

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.

Financial Symmetry Inc. is proud to announce that Will Holt, CPA, has earned the CFP® designation. Congratulations Will!
The following is Will’s recent letter to our clients announcing his achievement.

When I joined Financial Symmetry a little over three years ago, I came in with a broad goal of using my extensive experience in accounting and taxation [...]

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 [...]

The American Recovery and Reinvestment Act provides better education cost breaks to more taxpayers for 2009 and 2010. Computers, certain software and internet access can be covered by tax free 529 plan distributions as long as they are used by an eligible student while enrolled at an eligible institution.  The ARRA also replaces the Hope [...]

Chad Smith, CFP® was recently quoted on wsj.com. In the article, “Financial Advisers Look Local,” Shelly Banjo profiled several ways Financial Symmetry was reaching out to clients in the Triangle. Some of these initiatives included working with charitable organizations, educating younger couples, and providing information on the company’s blog.

Download pdf of article

Back in March, many investors were wrestling with the emotions of wanting to preserve whatever money they still had.

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 [...]

To be successful as an investor, you have to know which type of sources you can trust.  It’s also helpful, to not let recent past performance color your predictions of where the best future returns will arise.  In this article on Bloomberg.com, you see examples of how treacherous the consequences of relying on large brokerage [...]