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.*
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

Retirement

How Much Will You Need for Retirement?

Retirement

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

taxes

Money Matters: 2014 Taxes & 2015 Limits

taxes

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

Tax return

Filing Your Tax Return: 2015 Tips & Tricks

Tax return

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

Tax

3 Confusing Tax Terms Uncovered

Tax

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

money-retirement-disability

Money Matters: Protecting Your Retirement Against Illness or Injury

 money-retirement-disability

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