Sterling Wealth Partners

How are you dealing with day-to-day stress in these uncertain times?  Here are 7 extra simple ways to get a brief mental escape: 

1. Meditate. Take time each day to clear your mind through meditation. Breathing exercises will help you clear the mental clutter.

While non-essential businesses are slowly starting to open again during Phase 3, we still wanted to provide you with a list of fun things to do at home with your family.

Especially for our clients who have younger children or grandchildren, some of the links provided below will be helpful during summer while they are out of school.

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. 

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.

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.

 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.

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.

After much debate and speculation, the Republican’s tax reform package was signed into law by President Trump just before Christmas. The Tax Cuts & Jobs Act of 2017 is a pretty significant tax reform package and will likely affect you (some positively and others negatively) starting with your 2018 income tax return.

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.