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It's Time for Retirement

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on May 3rd, 2017

As you approach your mid-fifties there are some important milestones to be aware of as it pertains to getting ready for retirement. Whether it is your IRA or 401(k), Social Security, or Medicare here are some important dates you should know:

Your 50’s

Tags:
  • 401(k)
  • IRA
  • Jim Allen
  • Medicare
  • Scot Landborg
  • social security
  • Sterling Wealth Partners
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Estate Planning – It’s Not Just for The Wealthy

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on March 14th, 2017

Thinking about death, and what is going to happen to your family when it you pass away, is an uncomfortable topic for most people. Then, when you phrase it as “estate planning”, most people just say “well that is for wealthy people” and rationalize that they do not need to do it.

Tags:
  • estate planning
  • Jim Allen
  • legacy planning
  • Orange County Wealth Management
  • Scot Landborg
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The Investment Management Pyramid

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on February 6th, 2017

Choosing an investment portfolio that will help you work toward your financial goals can be a confusing and daunting task. There is an enormous amount of conflicting advice and information available at the touch of a keystroke or through a 30 second sound bite on the financial news.

Tags:
  • investments
  • Jim Allen
  • Orange County Wealth Management
  • portfolio
  • Scot Landborg
  • Sterling Wealth Partners
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Health Care Costs – The Storm Cloud Hanging Over Your Retirement

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on December 29th, 2016

Part 3 - Paying for Long term Care Costs

Tags:
  • insurance
  • Jim Allen
  • Orange County Wealth Management
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The Fed, Interest Rates and Bonds

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on December 14th, 2016

Since 2009 interest rates (as measured by the Federal Funds Rate) have been near zero, which is well below the historical average rate. As the economy has strengthened the Federal Reserve Bank has increased rates by ¼ %, and has indicated that it may begin to raise rates further.

Tags:
  • Bonds
  • Jim Allen
  • Orange County Financial Advisor
  • Orange County Wealth Management
  • Rising Rates
  • Scot Landborg
  • Sterling Wealth Partners
  • Read more

The Importance of a Diversified Social Portfolio in Retirement

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on November 23rd, 2016

It’s almost a given that we are now living longer lives. The typical 65-year-old today can expect to live well into his or her mid 80’s and a couple can expect to have at least one person live into their 90’s.[i] What this means is that a retired couple must prepare for a 30 plus year retirement so we must carefully plan to make our finances last for as long as we do.

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Health Care Costs – The Storm Cloud Hanging Over Your Retirement (Part 2)

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on October 29th, 2016

Health Care Costs –

The Storm Cloud Hanging Over Your Retirement

Part 2  - Understanding Long Term Care Needs

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Money Habits That May Help You Become Wealthier

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on September 8th, 2016

Why do some households tread water financially while others make progress? Does it come down to habits. Sometimes the difference starts there. A household that prioritizes paying itself first may end up in much better financial shape in the long run than other households.

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The Election, Taxes and Your Portfolio

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on September 7th, 2016

 

“The art of taxation consists in so plucking the goose as to obtain the largest amount of feathers with the least possible amount of hissing.”- J. B. Colbert

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Health Care Costs – The Storm Cloud Hanging Over Your Retirement

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on September 1st, 2016

Part 1 – Understanding your health care costs in retirement

This is the first of a three-part series on planning for health care costs in retirement.

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  •  Tel: 714-592-7705
  •  info@sterlingwpartners.com

Scot Landborg and Susan Green are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Sterling Wealth Partners is not affiliated with USA Financial Securities. CA License Scot #0G89727, Susan #0H46068

Scot Landborg and Susan Green are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: (Scot: AL;AZ;CA;CO;GA;IL;MA;MN;MO;MT;NH;NJ;NV;NY;SC;TX;VA) (Susan: CA;IL;NV;SC;VA) For investment advisory services these states include: (Scot: AL;AZ;CA;CO;FL;IL;MA;MN;MO;MT;NJ;NV;SC;TX;VA;WA) (Susan: CA;IL;NV;SC;VA) Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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