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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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Insurance Needs Assessment: When You're Young and Single

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Building Your Legacy

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A four-step framework for building a personal legacy.

 

Does Your Credit Score Affect Your Insurance Rates?

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If you find it hard to attain personal life goals, there’s an app for that!

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A collection of tips from professional travelers.

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One of the most common questions people ask about Social Security is when they should start taking benefits.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

My Retirement Savings

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

Social Security Taxes

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

Disability Income

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Saving for College 101

Here’s a crash course on saving for college.

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?

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