Local Financial Planner Helps Seniors Avoid Fraud
On Monday, September 21st, Chad Smith, CFP®, a Junior Partner with Financial Symmetry, Inc., spoke to the Cary Senior Center for the second year in a row about the dangers of telemarketing, direct mail and financial scams. He described specific techniques and characteristics of scammers, and... - October 24, 2009
Your Money Clinic: Free Financial, Tax & Estate Planning Guidance
Financial Symmetry and Bridges Law Firm PLLC have combined their efforts to give back to the community by providing free financial, tax and estate planning guidance to the public. This event was designed to help give people guidance about where to find answers in a “no strings attached” environment. Anyone seeking advice is encouraged to bring documents relevant to his/her situation such as 401(k), IRA and Brokerage account statements, tax returns, and wills and estate related information. - September 11, 2009