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What Financial Resolutions Should I Consider Making as I Look Ahead to 2018?

November 20, 2017

A new year is right around the corner, bringing with it a fresh start for you and your finances. What will you do this year to help improve your financial situation? Evaluate your savings goals. The beginning of the year is a great time to examine your overall financial plan. Maybe you want to buy a…

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Questions to Ask Before Buying That Thing You’ve Always Wanted

November 20, 2017

Even if you’re generally comfortable with your finances, you may occasionally worry about how much you’re spending, especially if you consistently have trouble saving for short- or long-term goals. Here are a few questions to ask that might help you decide whether a purchase is really worth it. Why do I want it? Maybe you’ve…

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Demographic Dilemma: Is America’s Aging Population Slowing Down the Economy?

November 20, 2017

It’s no secret that the demographic profile of the United States is growing older at a rapid pace. While the U.S. population is projected to grow just 8% between 2015 and 2025, the number of older Americans ages 70 to 84 will skyrocket 50%.1 With roughly 75 million members, baby boomers (born between 1946 and…

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Symphony Financial Planning Sponsors Arts Center Fundraiser

November 1, 2017

Davis Arts Center to hold 27th annual holiday sale Nov. 29 to Dec. 2. DAVIS, California—November 1, 2017—Symphony Financial Planning announced today that it is sponsoring the Davis Arts Center’s annual holiday sale—the nonprofit organization’s biggest fundraiser of the year. It is the second year that Symphony Financial Planning, a Davis-based financial planning and investment…

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What You Can Do With a Will

October 27, 2017

A will is often the cornerstone of an estate plan. Here are five things you can do with a will. Distribute property as you wish Wills enable you to leave your property at your death to a surviving spouse, a child, other relatives, friends, a trust, a charity, or anyone you choose. There are some…

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Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk

October 27, 2017

The opportunity to acquire company stock—inside or outside a workplace retirement plan—can be a lucrative employee benefit. But having too much of your retirement plan assets or net worth concentrated in your employer’s stock could become a problem if the company or sector hits hard times and the stock price plummets. Buying shares of any…

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What Are Some Tips For Reviewing My Medicare Coverage During Medicare Open Enrollment?

October 27, 2017

During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be effective on January 1, 2018. If you’re satisfied with your current coverage, you don’t need to make changes, but it’s a good idea to review your options. During Open Enrollment,…

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Symphony Financial Planning to Host Beauty in Nature Art Reception

October 5, 2017

Opening reception for group exhibition to be held Oct. 13 as part of 2nd Friday ArtAbout activities. DAVIS, California—October 9, 2016—Symphony Financial Planning announced today that it will host Beauty in Nature, an exhibition of nature-inspired art pieces, as part of the 2nd Friday ArtAbout Activities in downtown Davis. Davis Downtown holds the 2nd Friday…

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Symphony Financial Planning Sponsors Davis Art Studio Tour

October 3, 2017

Public can meet artists and see works in progress during two-day event. DAVIS, California—October 9, 2017—Symphony Financial Planning announced today that it is a sponsor of the 2017 Davis Art Studio Tour. The nonprofit Davis Arts Center hosts the annual tour of local artists. The family-friendly event features a self-guided tour of artist studios and…

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Are You Ready to Retire?

September 26, 2017
retirement

Here are some questions to ask yourself when deciding whether or not you are ready to retire. Is your nest egg adequate? It may be obvious, but the earlier you retire, the less time you’ll have to save, and the more years you’ll be living off your retirement savings. The average American can expect to…

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