Posts

Money Matters: A Financial Plan for All Seasons

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

Cary, NC – Grab your sunglasses: Summer’s here, and it’s time to kick back and relax.

If only it were that easy. It would be great if all your worries disappeared when Summer arrived, but that doesn’t happen. Actually, if money is stressing you out and you’re planning to take a vacation, summertime may be extra stressful. Read more

Money Matters

Money Matters: Avoid These Financial Traps – They May Be Hazardous to Your Wealth

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

Cary, NC – Money. It’s hard to get and easy to lose. It doesn’t take long for the wealth you’ve accumulated to disappear if you don’t manage your money well or have a plan to protect your assets from sudden calamity. Read more

Money Matters: Estimating Your Social Security Benefits

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

Cary, NC – With growing uncertainty about the future of Social Security funding, the Social Security Administration (SSA) suspended most mailings of its annual statements.  Read more

Money Matters

Money Matters: Double Your Impact With These Charitable Giving Strategies

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

Cary, NC – Americans are a generous people. Many support charitable organizations that enhance their communities and enrich their personal lives. In addition to giving wisely to nonprofit groups, it’s important to anticipate financial obligations to family members while you’re still of sound mind. Read more

Money Matters: Delaying Retirement May Provide the Financial Boost You Need

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

Cary, NC – Americans are living longer, healthier lives, and this trend is affecting how they think about and plan for retirement. For instance, according to the Employee Benefit Research Institute, the age at which workers expect to retire has been rising slowly over the past couple of decades. In 1991, just 11 percent of workers expected to retire after age 65. Fast forward to 2014, and that percentage has tripled to 33 percent – and 10 percent don’t plan to retire at all.1 Read more

Money Matters: We Are Considering Adopting a Child. What Do We Need to Know?

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

Cary, NC – When considering adoption, it is important to understand the legal process, the evaluation by a social worker, programs that may help you finance an adoption, and your ability to care for a child. Read more

Money Matters: 401(k) Decisions – You Can Take It With You

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

Cary, NC – If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer’s retirement plan? Although many people choose to take a cash distribution, there are other options that may benefit you more. Read more

Money Matters: Is Long-Term Care Insurance a Good Idea?

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

Cary, NC – There is a good possibility that you or your spouse will eventually require some form of long-term care. According to the U.S. Department of Health and Human Services, about 70 percent of people aged 65 or older will enter a nursing home for some period of time during their lifetimes.1 Read more

Money Matters: How Well Do You Know Your 401(k)?

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

Cary, NC – The old saying “knowledge is power” applies to many situations in life, including retirement planning. The more you know about the benefits your plan offers, the more likely you’ll be to make the most of them and come out ahead financially when it’s time to retire. Here are some questions to test your knowledge about your plan. Read more

Money Matters: 529 Plans – Taking Distributions

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

Cary, NC – Parents looking to take advantage of the many benefits of saving for college with a 529 plan will want to know the full details on which educational expenses qualify for tax-free distribution status – and which do not.1
Read more