Money Matters: Traditional IRA vs. Roth IRA

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

Taxes

2015 Tax Filing: What You Need to Know

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

Money Matters

Money Matters: 6 Ways to Save Money

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.

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Money Matters

Money Matters: Advice for Single Parents

Money Matters

Editor’s Note: Briant Sikorski from Stratos Wealth Partners in Cary contributed this article.

Cary, NC — As a single parent, you need to understand the financial strategies that can stretch your income and help you lay the groundwork for a secure future. Read more

Banking Online

Money Matters: Banking Online, Safely

Banking Online

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

Money Matters: 5 Steps to Better Financial Health

Money Matters

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

Money Matters

Money Matters: Clean Up the Clutter

Money Matters

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

Identity Theft

Money Matters: Preventing Identity Theft

Identity Theft

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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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