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Sterling Wealth Partners

Reevaluate Your Work-Life Balance This Labor Day

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on September 3rd, 2021

More than just a bookend to the summer season, Labor Day is a celebration of workers’ contributions to the well-being of our country and the economy.

Tags:
  • Holiday
  • Labor Day
  • Lifestyle
  • Orange County Financial Advisor
  • Orange County Wealth Management
  • Scot Landborg
  • Sterling Wealth Partners
  • Read more

Summer Travel is Back!

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on August 20th, 2021

Summer travel stats show an industry in recovery.

One of the most anticipated comebacks of 2021 isn’t an athlete, rock star, or movie franchise. It’s summer travel, and it appears to be back with a vengeance.

Tags:
  • COVID19
  • Lifestyle
  • Orange County Financial Advisor
  • Orange County Wealth Management
  • Scot Landborg
  • Sterling Wealth Partners
  • Travel
  • Read more

7 Ways to Get a Mental Escape

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on October 1st, 2020

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.

Tags:
  • COVID19
  • Lifestyle
  • Orange County Financial Advisor
  • Orange County Wealth Management
  • Scot Landborg
  • Sterling Wealth Partners
  • Stress Management
  • Read more

Ideas to Do While Stuck at Home

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on October 1st, 2020

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.

Tags:
  • At Home Activities
  • COVID19
  • Educational
  • Lifestyle
  • Orange County Financial Advisor
  • Orange County Wealth Management
  • Scot Landborg
  • Sterling Wealth Partners
  • Read more

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
  • Read more

7 Saturdays - Are You Really Ready to Retire?

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

 

Tags:
  • Jim Allen
  • Scot Landborg
  • Sterling Wealth Partners
  • Read more

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.

Tags:
  • arteha franklin
  • estate planning
  • Jim Allen
  • Scot Landborg
  • Sterling Wealth Partners
  • Read more

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
  • Scot Landborg
  • Sterling Wealth Partners
  • 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

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
  • Scot Landborg
  • Sterling Wealth Partners
  • Read more
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17332 Irvine Blvd, Ste 130
Tustin, California
92780

  •  Tel: 714-592-7705
  •  info@sterlingwpartners.com

Scot Landborg, Susan Green, and Steven Murphy are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. A registered investment adviser located at 6020 E. Fulton St., Ada, MI 49301. Sterling Wealth Partners is not affiliated with USA Financial Securities Corp. CA License Scot #0G89727,  Susan #0H46068, Steven #4142833.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Scot Landborg, Susan Green, and Steven Murphy 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;TX) (Steven: CA) 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;TX) (Steven: CA) 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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