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.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
How long does a $20 bill last?
When to start? Should I continue to work? How can I maximize my benefit?
To choose a plan, it’s important to ask yourself four key questions.
A quick look at how federal income taxes work.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Bucket lists don’t have to be for tomorrow.
Check out this video to begin separating fact from fiction.
Have you explored all your options when it comes to managing your taxable income?
Learn how to harness the power of compound interest for your investments.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
When markets shift, experienced investors stick to their strategy.