Editor’s Note: Briant Sikorski from Stratos Wealth Partners in Cary contributed this article.
Cary, NC — As Americans migrate toward conducting banking and other financial transactions online, the threat of falling victim to ever-more sophisticated cyber-crimes continues to rise. Read more
Cary, NC — Nick Putnam, a Financial Advisor for First Command Financial Services, Inc., shares with us five simple steps toward better financial health. Read more
Cary, NC — Are your cabinets cluttered with old financial documents? Nick Putnam, a Financial Advisor for First Command Financial Services, Inc. helps us decode which are okay to toss. Read more
Editor’s Note: Briant Sikorski, from Stratos Wealth Partners in Cary, contributed this article.
Cary, NC — Millions of Americans fall victim to identity theft each year, and their financial losses are in the billions. In 2012, an estimated 16.6 million Americans experienced identity theft, causing losses of $24.7 billion.*
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Editor’s Note: Briant Sikorski, from Stratos Wealth Partners in Cary, contributed this article.
Cary, NC — Regardless of whether you and your parents have always talked freely about money or whether you’ve never discussed the subject at all, there are several considerations you may want to address with them as they approach their later years. Read more
Editor’s Note: Briant Sikorski, from Stratos Wealth Partners in Cary, contributed this article.
Cary, NC — I’ll share some finacial planning strategies for small-business owners. Read more
Editor’s Note: Briant Sikorski, from Stratos Wealth Partners in Cary, contributed this article.
Cary, NC — Even though calculating a retirement savings goal is key to pursuing and maintaining a confident financial outlook, just 46% of American workers have figured out how much money they will need to accumulate for retirement.* More than half admit that they are behind schedule when it comes to planning and saving for retirement. Read more
Cary, NC — The New Year is upon us and, with it, a few new Federal contribution limits on the various qualified retirement plans. This is a quick overview of the 2015 numbers along with a reminder on what you can still do for the 2014 tax year. Read more
Cary, NC — Ready or not, it’s that time of year again! Time to start thinking about filing your 2014 tax return. Becca Smith, Director of Marketing for Smith & Smith, CPA, gives some important dates and great advice to CaryCitizen readers. Read more
Cary, NC — If you were asked to identify some confusing financial terms, would tax-deferred, tax-exempt and tax-deductible top the list? Taking control of these terms can have a tremendous impact on your savings and investment performance. Read more