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Paying Off Student Loans

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

 

 

Description:
There are many choices for repaying student loans. This checklist from the Financial Planning Association can help you weigh them.

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The Social Security "Pay Cut" at Death

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on August 30th, 2016

Social Security is very often the cornerstone of a retirement income plan. It is an important benefit that provides inflation adjusted income that the client can't outlive. But, with a married couple, once one spouse dies, that income is going to drop resulting in a "pay cut" for the surviving spouse.

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  • social security
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Should Your Mortgage Be Paid Off Before Retirement

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

As you near retirement, there are many things to worry about, for example running out of money, rising health care costs and nursing home care. Another issue to consider is “where do I live during retirement?” According to an AARP study, most people have a strong desire to remain in their current home for as long as possible.

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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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