Stratos Wealth Partners

Briant Sikorski
Wealth Advisor 
528 Summer Harvest Court
Cary, North Carolina 27519
919-650-1527
bsikorski@stratoswp.com

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Investments Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Helpful Content

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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