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 – If you’ve already started saving for your retirement, congratulations. You’re on your way to fulfilling lifelong dreams and goals. There are millions of Americans who suffer a disabling illness or injury and, as a result, cannot work. Such afflictions not only effects their physical well being, but their fiscal health as well, damaging their income and retirement funds. Read more
Cary, NC — “It will never happen to me.” That’s what a lot of us think. In reality, disabilities can and do happen. – to anyone – at any time. Read more
Cary, NC – In January, taxpayers begin receiving the documents they will need to file their 2012 tax returns. Here are some tips that will make sure you are prepared whether you file electronically, use Turbo Tax, or hire a professional to save you the headaches. Read more