After working with hundreds of our clients to prepare their tax returns, we’ve discovered some new tax surprises that if preparing beforehand, could be helpful when completing your tax return this year. 10 Tax Return Surprises Tax planning and preparation … The post 10 Tax Return Surprises You’ll Want to Avoid, Ep #213 appeared first on Financial Symmetry, Inc ..read more

Retirement can hit us with numerous curveballs. One of those could happen right out of the gate–when you experience a forced early retirement. We all know that layoffs are part of the corporate landscape. While they are commonplace, when you … The post How to Handle a Forced Early Retirement, Ep #212 appeared first on Financial Symmetry, Inc ..read more

In the realm of estate planning, many people in the United States have heard of the estate tax but think it does not apply to them, instead seeing it as an issue for the “1 percenters.” They are partially correct … The post A Hidden Tax: Does Your State Have Its Own Estate or Inheritance Tax? appeared first on Financial Symmetry, Inc ..read more

While most of our listeners are in or on the cusp of retirement, many are equally interested in helping their friends and loved ones in the next generation develop solid financial habits. We often get questions about resources that could … The post Tools for Making Better Financial Decisions, Ep #211 appeared first on Financial Symmetry, Inc ..read more

Many who approach retirement view it as the ultimate goal, but you could have 30+ years to experience the retirement you’ve worked to build. While much of retirement planning is focused on the numbers, people often fail to intentionally plan … The post Turn Your ‘What Ifs’ into ‘What’s Next’ with These Retirement Stepping Stones, Ep #210 appeared first on Financial Symmetry, Inc ..read more

Many investors have been tempted to invest more, if not all, of their portfolios in the S&P 500 given the incredible run it’s had over the last decade. But today we are talking through five reasons why you should consider … The post 5 Reasons to Consider Not Only Investing in the S&P 500, Ep #209 appeared first on Financial Symmetry, Inc ..read more

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 … The post Market Update Q4 2023 appeared first on Financial Symmetry, Inc ..read more

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 … The post The Challenges with Divorce in Retirement with Lesli Doares, Ep #208 appeared first on Financial Symmetry, Inc ..read more

I’ve been working with the 3rd Decade program* as a volunteer mentor for over a year now. As I progress on my mentor journey, I continue to see a common goal among my mentees: home ownership. I have found that … The post Understanding Lender Ratios and Credit Score Before Buying a Home appeared first on Financial Symmetry, Inc ..read more

As we usher in a new year, the countdown to college is well underway for millions of students nationwide. Amidst the anticipation, it’s important to know about the changes coming to the 2024-2025 version of the Free Application for Federal … The post What You Need to Know About the Updated FAFSA appeared first on Financial Symmetry, Inc ..read more