Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Offering exceptional service and a holistic approach is the premise behind the services offered at Sterling Principle Financial Services.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Marriage changes everything, including your insurance needs.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Calculating your potential Social Security benefit is a three-step process.
A quick look at how federal income taxes work.
Beware of these traps that could upend your retirement.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
It's easy to let investments accumulate like old receipts in a junk drawer.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?