-
Nov 4, 2024 | 
financialsymmetry.com | Haley Modlin |Grace Kvantas |Allison Berger |Angela Keeley-White
What is the difference between an HSA and an FSA? Both the health savings account (HSA) and the healthcare flexible spending arrangement (FSA) are account types that help lower your taxes and help you save for healthcare expenses. You may qualify for one or the other in any given tax year based on the type of health insurance coverage you have, as well as the benefits your employer offers. These accounts have many similarities, though they also have differences that you don’t want to mix up.
-
Aug 1, 2024 | 
financialsymmetry.com | Mike Eklund |Grace Kvantas |Allison Berger |Angela Keeley-White
We use cookies to give you the best experience on our website. By clicking "Accept Cookies", you consent to our use of cookies.
-
Apr 30, 2024 | 
financialsymmetry.com | Mike Eklund |Grace Kvantas |Allison Berger |Angela Keeley-White
We use cookies to give you the best experience on our website. By clicking "Accept Cookies", you consent to our use of cookies.
-
Feb 1, 2024 | 
financialsymmetry.com | Mike Eklund |Grace Kvantas |Allison Berger |Angela Keeley-White
Below is a video of our Fourth Quarter 2023 Market Update. In the video we cover:Why even when things feel uncertain, doesn’t mean it’s a bad time to invest How different areas of the market looked in 2023 vs 2022 What happens to stocks after markets hit all-time highs? How expensive are the Magnificent Seven stocks vs. the other areas? How have the largest 10 stocks changed decade to decade?
-
Jan 29, 2024 | 
financialsymmetry.com | Chad Smith |Grace Kvantas |Allison Berger |Angela Keeley-White
One of the biggest financial disasters that people can experience in retirement is divorce. In this episode, Grace Kvantas chats with licensed marriage and family therapist, Lesli Doares. Lesli shares warning signs to look out for, misconceptions about keeping finances separate, and how seeking marriage counseling in retirement can be a benefit. Your marriage affects every aspect of your life, so listen in for tips to communicate about your finances more effectively in your relationship.
-
Oct 20, 2023 | 
financialsymmetry.com | Mike Eklund |Grace Kvantas |Allison Berger |Angela Keeley-White
Do you know the right questions to ask when you sit down with a financial planner? Download our 5 Questions to Ask Your Financial Advisor eBookWe break down some of the most important questions we’re asked on a regular basis.
-
Oct 9, 2023 | 
financialsymmetry.com | Grace Kvantas |Allison Berger |Angela Keeley-White |Bill Ramsay
At Financial Symmetry, our core values guide our company’s decision-making and drive our team toward excellent service to our clients. We have a formal process by which our employees can recognize each other when someone demonstrates excellence in representing our core values. Our core values are compassion, integrity, diligence, independence, competence, objectivity, confidentiality, gratitude, and teamwork.
-
Sep 18, 2023 | 
financialsymmetry.com | Mike Eklund |Grace Kvantas |Cameron Hendricks |Chad Smith
Investing is simple but not easy. To that end, what are the impacts if you do a poor job managing your investments? Several studies from Vanguard and Morningstar have attempted to quantify how behavioral coaching can impact your savings. The numbers settle around 1.5-2%/yr. That may not sound like much, but could equate to millions of difference over 30+ years of savings. On this episode, we continue to explore the benefits of the wealth management relationship.
-
Jul 19, 2023 | 
financialsymmetry.com | Mike Eklund |Grace Kvantas |Allison Berger |Angela Keeley-White
Do you know the right questions to ask when you sit down with a financial planner? Download our 5 Questions to Ask Your Financial Advisor eBookWe break down some of the most important questions we’re asked on a regular basis. Name* First Last Would you like to be contacted by a Certified Financial Planner™?
