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.
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
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
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