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.
Helpful Content
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Bitcoin 101
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Debt Stress
There’s a link between debt and stress.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?