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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Planning for #retirement means asking new questions and challenging your own assumptions. Listen to our latest podcast episode to learn about the power of non-obvious thinking and how you can use it to identify opportunities in retirement: financialsymmetry.com/use-non-obviou…
How will you set up a #retirement withdrawal strategy to ensure a comfortable, sustainable, and tax-efficient lifestyle? Here are some helpful tips for crafting a strategy that works for your needs and how to avoid some common retirement mistakes: financialsymmetry.com/how-to-avoid-c…
Similar to reaching your physical fitness goals, you're more likely to have long-term success when you have consistency in your financial plan. Listen in to learn about 3 important questions a financial fitness analysis can help you answer: financialsymmetry.com/do-you-know-yo…
Certified Financial Planner™ Christian's favorite piece of advice is always a good reminder. #FunFactFriday
A job offer can look great on paper... but is it the right fit for you? Explore the key factors to weigh before making your decision when considering a professional pivot: financialsymmetry.com/preparing-for-…
Is your brain tricking you into making money mistakes? Watch this video to learn about different types of financial biases and tips for how to fight them in your financial planning strategies: youtube.com/watch?v=ox6Vr0…
Thinking about working after you retire? It might boost your income, but it could also impact your benefits. Explore the pros and potential drawbacks of working in #retirement: financialsymmetry.com/the-financial-…
For partner and Certified Financial Planner™ Grace, sometimes the simplest advice is the most important to remember. #FunFactFriday
College isn't getting cheaper, but having a solid plan in place can help make saving for it more manageable. Check out these smart strategies for using a #529plan to help you feel more prepared: financialsymmetry.com/smart-strategi…
As the school year kicks off, busy schedules return. Here are some ideas for simplifying your routine so it's easier to save time and money this fall: financialsymmetry.com/save-more-time…
#GrandparentsDay may have been yesterday, but it's never too late to think about the future. Here are some financial planning tips to help grandparents leave a lasting legacy: financialsymmetry.com/financial-plan…
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…
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