Posts

Five Strategies for Tax-Efficient Investing

Cary, NC – After factoring in federal income and capital gains taxes, the alternative minimum tax, and possible state and local taxes, your investments’ returns in any given year may be reduced by 40% or more. Here are five ways to potentially lower your tax bill.

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Advice on How Seniors Can Avoid Online Scams and Frauds

Cary, NC – The Internet has given rise to new methods for scammers to steal money and one of the demographics most at risk are seniors. If want to keep yourself or a loved one protected, here are some tips to keep in mind. Read more

Money

Money Matters: 6 Questions for Older Parents

Money

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

Financial Planning

Financial Planning for Small-Business Owners

Financial Planning

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

common-tax-terms

Money Matters: Common Tax Terms

common-tax-terms

Cary, NC — In this issue of Money Matters, Raj Satsangi of Princor Financial Group in Raleigh explains some common tax terms for our readers as April 15 approaches. Read more