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.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
At what point can you call a personal vehicle commercial?
Knowing the rules may help you decide when to start benefits.
Knowing your options when a CD matures can help you make a sound investment decision.
As our nation ages, many Americans are turning their attention to caring for aging parents.
If you find it hard to attain personal life goals, there’s an app for that!
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
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.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
$1 million in a diversified portfolio could help finance part of your retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Taking your Social Security benefits at the right time may help maximize your benefit.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are hundreds of ETFs available. Should you invest in them?