Retirement
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.
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, 2018A Prescription for a “Pain Free” Retirement
Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on June 21st, 2018How to Master the “ART” of Retirement
Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on April 6th, 2018The Market Crash of 1987 – Black Monday 30 Years Later
Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on October 3rd, 2017Retiree 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.
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.