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.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Five creative (and inexpensive) ideas for motivating your employees.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
What’s the deal with your yearly free credit report?
It's important to understand the pros and cons when considering a prepaid debit card.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
With alternative investments, it’s critical to sort through the complexity.
Even low inflation rates can pose a threat to investment returns.