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.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Four vacation destinations you might never have thought of.
Protect yourself against the damage that your homeowners policy doesn’t cover.
At what point can you call a personal vehicle commercial?
Here are six flags that may make your tax return prime for an IRS audit.
Tips on insuring your teen driver.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Around the country, attitudes about retirement are shifting.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here’s a crash course on saving for college.
When should you take your Social Security benefit?