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Retirement

7 Saturdays - Are You Really Ready to Retire?

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

 

Tags:
  • Jim Allen
  • longevity
  • Retirement
  • Scot Landborg
  • Sterling Wealth Partners
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Three Financial Traps That Can Be Avoided with Proper Planning

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on October 22nd, 2018

Good financial planning involves taking a comprehensive and holistic approach to looking at your financial picture. It isn’t just investment management, but also tax planning, retirement income planning, estate planning, and protection of assets. It also means trying to maximize saving money through tax reduction strategies and expense management.

Tags:
  • James Allen
  • Medicare
  • Retirement
  • Scot Landborg
  • social security
  • taxes
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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.

Tags:
  • James Allen
  • Jim Allen
  • life insurance
  • Retirement
  • 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.

Tags:
  • budgeting
  • Jim Allen
  • longevity
  • Retirement
  • Scot Landborg
  • social security
  • Sterling Wealth Partners
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How to Master the “ART” of Retirement

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on April 6th, 2018

Retirement is not an end. It’s an experiment in Activity, Relationships, and Time (ART). And like all experiments, the ART of retirement involves some trial and error. It’s not easy leaving behind the routine, the people, and the places that were such a big part of your life while you were working.

Tags:
  • James Allen
  • longevity
  • Retirement
  • Scot Landborg
  • Sterling Wealth Partners
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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.

Tags:
  • bear market
  • investing
  • Jim Allen
  • market crash
  • Retirement
  • Scot Landborg
  • Sterling Wealth Partners
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Retiree Health Care Costs on the Rise Again

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on September 11th, 2017

In our blog series that we published last year - “Health Care Costs – The Storm Cloud Hanging Over Your Retirement”, we discussed the Fidelity health care cost study that the investment company conducts each year. Well, they just released the results of their study for 2017 and those costs have increased another 5.5% from 2016.

Tags:
  • budgeting
  • health care
  • Inflation
  • James Allen
  • long term care
  • retirees
  • Retirement
  • Scot Landborg
  • Sterling Wealth Partners
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Divorce & Social Security – Understanding Your Benefit Options

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on August 22nd, 2017

One of the more important and misunderstood benefits available through Social Security is the spousal retirement benefit. The original purpose of the spousal benefit was to provide a retirement income for stay at home spouses who had limited work history because they did not work or spent several years out of the workforce while raising a family.

Tags:
  • divorce
  • James Allen
  • Retirement
  • Scot Landborg
  • social security
  • Sterling Wealth Partners
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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.

Tags:
  • financial planning
  • Jim Allen
  • longevity
  • Retirement
  • Scot Landborg
  • social security
  • Sterling Wealth Partners
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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

Tags:
  • Jim Allen
  • longevity
  • Retirement
  • Retirement Income
  • Retirement Planning
  • Scot Landborg
  • social security
  • Sterling Wealth Partners
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  •  Tel: 714-592-7705
  •  info@sterlingwpartners.com

Scot Landborg, Jim Allen, Josh Coniglio, 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, Jim #0K38246, Josh #0L77426, Susan #0H46068

Scot Landborg, Jim Allen, Josh Coniglio, 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, CA, CO, IL, MA, MN, MT, NH, NJ, NV, NY, TX) (Jim: AL, AZ, CA, CO, IL, MO, NC, NE, NH, NY, OH, OR, TX, UT, VA, WA) (Josh: CA) (Susan: CA, ID, IL, NV) For investment advisory services these states include: (Scot: CA, CO, FL, IL, MA, MN, MT, NJ, NV, TX) (Jim: AZ, CA, IL, NC, NV, OR, VA) (Josh: CA) (Susan: CA, ID, IL, NV) 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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