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.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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 may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Tips on insuring your teen driver.
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Taking your Social Security benefits at the right time may help maximize your benefit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know these three personal finance sayings?
Are Real Estate Investment Trusts right for your portfolio?
A special needs trust helps care for a special needs child when you’re gone.