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Jim Allen

7 Saturdays - Are You Really Ready to Retire?

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on January 6th, 2019

 

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  • Jim Allen
  • Scot Landborg
  • Sterling Wealth Partners
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The Queen (of Soul) Dies Without a Will

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on August 29th, 2018

Aretha Franklin, the “Queen of Soul” and arguably one of the greatest singers of all time, recently passed away at age 76. Unfortunately, she joins a long line of wealthy people and celebrities (Prince, Howard Hughes, and James Brown among others) who did not have a will or estate plan in place.

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  • arteha franklin
  • estate planning
  • Jim Allen
  • Scot Landborg
  • Sterling Wealth Partners
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Life Insurance in Retirement? – “To Keep or Not to Keep, That is the Question”

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on August 5th, 2018

One of the more frequent questions we get when meeting with clients or potential clients is:“Should we keep our life insurance after we retire?” Unfortunately, there isn’t one right or wrong answer to this question.

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  • James Allen
  • Jim Allen
  • life insurance
  • Scot Landborg
  • Sterling Wealth Partners
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A Prescription for a “Pain Free” Retirement

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on June 21st, 2018

 Most people have a vision of retirement as their “Golden Years”, where they are free from the stress of work and can finally do all the bucket list items they have dreamed of. Of course, retirement can be golden, but it can also be a painful experience.

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  • Jim Allen
  • Scot Landborg
  • social security
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Thank You For Attending Our 2017 Client Appreciation Event!

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on December 19th, 2017

Thank you for joining us at our 2017 Client Appreciation Event! We are thankful to everyone who attended.

Below are some images from the event. We hope you enjoyed the experience, like we did, and we look forward to more fun events in 2018.

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  • Client Appreciation
  • Event
  • Jim Allen
  • Scot Landborg
  • Sterling Wealth Partners
  • Susan Green
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The New Tax Reform Proposal – What This Means for You

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

After almost a year of “buzz” from President Trump and Congressional Republicans, the proposed tax reform bill has finally been introduced as the “Tax Cuts and Jobs Act”. This is a major piece of legislation and will have significant impact on your financial and tax situation if passed.

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  • congress
  • financial planning
  • income tax
  • Jim Allen
  • Scot Landborg
  • Sterling Wealth Partners
  • tax planning
  • tax reform
  • taxes
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The Market Crash of 1987 – Black Monday 30 Years Later

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

Thirty years ago, this month, the stock market experienced the largest one day drop ever – 508 points or 22.6% for the Dow Jones Industrial Index. Market declines all around the world were even larger, with the Hong Kong exchange dropping 45% in a single day.

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  • bear market
  • investing
  • Jim Allen
  • market crash
  • Scot Landborg
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The Pitfalls of Taking Social Security Early

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on August 9th, 2017

One of the most important decisions a person nearing retirement needs to make is when to take Social Security. Most people are aware that you can start your benefits as early as age 62 and this often becomes a trigger point for deciding when to retire.

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  • financial planning
  • Jim Allen
  • Scot Landborg
  • social security
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Claiming Social Security – The Six-Figure Decision

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on July 18th, 2017

Your Social Security benefit will likely be one of your largest and most important sources of income during retirement. What we know about Social Security benefits are that they are:

·       Guaranteed by the federal government

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  • Jim Allen
  • Retirement Income
  • Retirement Planning
  • Scot Landborg
  • social security
  • Sterling Wealth Partners
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A Recipe for Retirement Success: Use a Crockpot not a Microwave

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on June 26th, 2017

A recent article in Financial Planning magazine by Dr. Craig Israelson had a great analogy for the benefits of saving for retirement early. He compared using slow and steady saving, which allows for time to do the work of growing your next egg to using a crockpot to cook.

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  • asset allocation
  • financial planning
  • investments
  • Jim Allen
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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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