Posts

Money Matters: 529s and Estate Planning: What’s the Connection?

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

Cary, NC – Assets in 529 plans have grown significantly in recent years due to their college planning potential. But there’s another side to 529 plans that may appeal to you – potential estate planning benefits.1 Read more

Money Matters

Money Matters: Five Things to Do Before Meeting With an Advisor

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

Cary, NC – Americans’ financial lives are increasingly complex. It’s not unusual to have checking and savings accounts, a 401(k), IRAs and other personal investments. Keeping track of all your savings and investments has prompted many individuals to seek guidance. Read more

Money Matters: Are Your Kids Hurting Their College or Job Prospects on Social Media?

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

Cary, NC – Everything doesn’t need posting.

Picture an admissions officer at an elite university, weighing whether that school should accept your child in its next freshman class. A quick Instagram or Facebook profile search discourages that academic gatekeeper. Your kid doesn’t get into that great college, all because of what was posted online.

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Money Matters: Does Your Portfolio Reflect Your Risk Tolerance?

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

Cary, NC – When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. Understanding each type – and the potential return associated with your retirement portfolio – can help you determine whether your investments are appropriate for your situation. Read more

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