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social security

Upgrades and Enhancements at Sterling

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on June 2nd, 2019

We’re making some exciting upgrades and enhancements at Sterling Wealth Partners.

First, we upgraded our tax strategy and tax preparation area of our business. We have partnered with multiple CPAs around Southern California to match you with the best option for your needs. 

Tags:
  • estate planning
  • financial advisor
  • Financial Planner
  • orange county
  • Retirement Planning
  • Scot Landborg
  • social security
  • Sterling Wealth Partners
  • Tax Preparation
  • Wealth Management
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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
  • Scot Landborg
  • social security
  • taxes
  • Read more

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:
  • Jim Allen
  • Scot Landborg
  • social security
  • Sterling Wealth Partners
  • Read more

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
  • Scot Landborg
  • social security
  • Sterling Wealth Partners
  • Read more

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
  • Scot Landborg
  • social security
  • Sterling Wealth Partners
  • Read more

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
  • Retirement Income
  • Retirement Planning
  • Scot Landborg
  • social security
  • Sterling Wealth Partners
  • Read more

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
  • Read more

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.

Tags:
  • social security
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17332 Irvine Blvd, Ste 130
Tustin, California
92780

  •  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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