Sarah Sikorski, CPA, CFP®

DIRECTOR, WEALTH MANAGEMENT
Recent Posts
Featured Post:

When to Hire a Financial Advisor and When You Shouldn’t
Managing your finances might feel straightforward—until one day it doesn’t. For many professionals, financial planning begins simply enough: contributing to a 401(k), building some savings, and...
Tax Planning for Retirees: Navigating the Medicare and Social Security Tax Rates
by Sarah Sikorski, CPA, CFP®
January 06, 2022
Retirement Withdrawal Strategies to Lower Taxes
by Sarah Sikorski, CPA, CFP®
December 27, 2021