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Your Macro Manager Serving Individuals and Small Businesses Education and Advising Protection First

Planning For Tomorrow With Protection Needs Today

At Sterling Wealth Strategies, we help successful families and business owners develop creative and integrated solutions that address their financial concerns. We know that your business, personal, and insurance needs affect one another, so we emphasize coordinating every element of your financial picture into a cohesive plan that emphasizes risk management and protection planning. The result? A comprehensive plan custom designed for you and your needs.

Through our alliance with Penn Mutual Life Insurance Company, its broker-dealer Hornor, Townsend, and Kent, Inc., and various other carriers, we offer a wide array of financial products and services and we aspire to bring you the best products, services, and financial solutions so you can continue to take advantage of all of life’s possibilities.

We are committed to helping you pursue your financial goals of accumulating and preserving your wealth. Your financial security will always be our number one priority.

Contact us today to start working with our team of trusted advisors.

Helpful Content

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

 

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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A Fruitful Retirement: Social Security Benefit

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

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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