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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

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Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Mastering Mobile Lingo

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

 

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

When Life Insurance Becomes Taxable

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

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

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Social Security Taxes

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

My Retirement Savings

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

Home Mortgage Deduction

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

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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.

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