Editor’s Note: Briant Sikorski from Stratos Wealth Partners in Cary contributed this article.
Cary, NC — For 2016, the IRS allows you to give up to $14,000 annually (or $28,000 if you give jointly with your spouse) to each of as many people as you’d like in cash, investments and/or property without triggering gift taxes (this limit may be adjusted for inflation in future years). Read more
Editor’s Note: Briant Sikorski from Stratos Wealth Partners in Cary contributed this article.
Cary, NC — Traditional IRAs and Roth IRAs – there are some key differences between these two types of individual retirement accounts (IRAs). While the contribution limits are the same for both, each has its own specific rules and potential benefits. Read more
This article was contributed by Becca Smith, Director of Marketing for Smith & Smith, CPA in Cary.
Cary, NC — Here we are at the end of January 2016, and, if there is one thing on all of our minds, it’s our 2015 tax returns. Here are some important things for you to remember when filing your 2015 tax returns. Read more
Cary, NC — In the spirit of new year’s resolutions, Nick Putnam, a Financial Advisor for First Command Financial Services, Inc., shares with us six things you can do to start saving money right now.
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 — 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.*
Read more
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