Financial Symmetry @TeamFSINC
Fee-only financial planning & investment management firm. New #Podcast episodes are released bi-weekly. #Finance FinancialSymmetry.com Raleigh, North Carolina Joined November 2012-
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It's #National401kDay! To celebrate, click to see some stats that may surprise you about investing in your 401k: financialsymmetry.com/episode-20-sur…
Are you curious about adding alternative assets like private equity or cryptocurrency to your #401k? Listen in to learn more about the differences between traditional 401k offerings and these new alternatives, risks, potential rewards, and more: financialsymmetry.com/should-you-add…
What if there was a secret weapon you could use for your #retirement saving strategy? If you consider yourself a super saver looking for ways to save tax efficiently, the Mega Backdoor Roth could be a great option to consider. Find out more: financialsymmetry.com/your-retiremen…
Selling your home soon and wondering if that sold sign will come with a tax bill? Here's what you need to know: financialsymmetry.com/will-i-owe-tax…
Portfolio Accounting Manager Meredith's favorite piece of advice comes from her brother, and it's a powerful reminder about how staying in the moment can help strengthen relationships. #FunFactFriday
Here's the truth about financial planning in your 40s: Many of the tasks you do now may seem unimportant, but they can truly impact your long-term financial situation. Listen in to learn about moves to make now to help save you stress in the future. financialsymmetry.com/make-these-fin…
Happy #NationalDogDay from our staff's four-legged family members! 🐾
Are you in one of the 4 stages of #retirement? Spoiler alert: the stages begin before you actually retire. Here's a closer look at each one and how to make the most of them all: financialsymmetry.com/the-4-stages-o…
Chances are, you've wondered about these questions too... Listen in to hear us discuss the answers to these financial FAQs: financialsymmetry.com/3-frequently-a…
Should you contribute to a Roth or a traditional 401k? Read this recently updated blog post to learn about 5 crucial questions to ask yourself to help you decide where to put your hard-earned dollars: financialsymmetry.com/contribute-rot…
This piece of advice helps Portfolio Manager Colton prioritize mindfulness, even on the busiest days. #FunFactFriday
Strong financial futures aren't built overnight; they're built through consistent behaviors. This #NationalFinancialAwarenessDay, we're sharing the small habits that can make a lifetime of difference. Check it out: financialsymmetry.com/6-habits-of-su…
Which type of #Roth account is right for you? Using our favorite summer dessert as an analogy, we break down the basics, benefits, and ideal life stages for each type in our latest podcast episode. Listen in: financialsymmetry.com/which-roth-acc…
We all have visions of our ideal #retirement. However, our financial plans can veer off course if we haven't appropriately managed our risks. Here are some tips on how to manage common risks that could negatively affect your wealth: financialsymmetry.com/risks-to-your-…
Everyone has that one piece of advice they carry with them. This week, Partner and Senior Advisor Will shares some words that have stuck with him over the years. #FunFactFriday
The simple way to overcome unexpected issues that can arise during retirement is to have a tried and true method of facing the unknown. Listen in to learn how to identify "wild" retirement problems and develop a framework for working through them. financialsymmetry.com/wild-retiremen…
When it comes to #estateplanning, your smartphone may be an overlooked component. Learn how to add a legacy contact to your cell phone to give a trusted confidant access to your device if something happens to you: financialsymmetry.com/adding-a-legac…
Struggling with #spending in retirement? Here are 5 steps you can take to develop a spending plan that works for you. financialsymmetry.com/could-you-be-s…
When she has a long list of tasks ahead of her, Advisor Allison gets moving to stay in the zone. #FunFactFriday
On #NationalInternDay, we celebrate all of the interns who have worked at Financial Symmetry, many of whom have become full-time employees! If you haven't yet read the WealthManagement.com feature about our home-grown growth approach, check it out: wealthmanagement.com/ria-news/ria-e…
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