Entries by Briant Sikorski

Money Matters: Protect Yourself

Cary, NC — The risks to your wealth aren’t only in the financial markets. The wealthier you become, the more liability protection matters. We live in a litigious world, one in which even friends and neighbors can be convinced to see opportunity in the wake of misfortune.

Annuity Options: Choices Abound for Today’s Retiree

Annuities have grown in popularity thanks to the growing population of retirees and their interest in lifetime retirement income and living benefits options. Variable annuities are getting another look thanks to the growing population of retirees and their interest in lifetime retirement income and living benefit options. Yet when considering the purchase of a variable annuity, it is crucial that individuals understand the product’s features and their associated fees.

Money Matters: Have a 401(k) Plan at a Former Employer?

Do you have a 401(k) plan at a former employer? Here are some options for getting the most out of multiple retirement accounts.

 You may have had multiple jobs over your career, and left behind retirement account balances of critical building blocks for your retirement. Here is a short guide to your options of what to do with a retirement account left with a former employer.