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The New Tax Reform Proposal – What This Means for You

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on November 3rd, 2017

After almost a year of “buzz” from President Trump and Congressional Republicans, the proposed tax reform bill has finally been introduced as the “Tax Cuts and Jobs Act”. This is a major piece of legislation and will have significant impact on your financial and tax situation if passed.

Tags:
  • congress
  • financial planning
  • income tax
  • Jim Allen
  • Scot Landborg
  • Sterling Wealth Partners
  • tax planning
  • tax reform
  • taxes
  • Read more

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
  • Scot Landborg
  • Sterling Wealth Partners
  • Read more

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:
  • Inflation
  • James Allen
  • retirees
  • Scot Landborg
  • 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

A Recipe for Retirement Success: Use a Crockpot not a Microwave

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on June 26th, 2017

A recent article in Financial Planning magazine by Dr. Craig Israelson had a great analogy for the benefits of saving for retirement early. He compared using slow and steady saving, which allows for time to do the work of growing your next egg to using a crockpot to cook.

Tags:
  • asset allocation
  • financial planning
  • investments
  • Jim Allen
  • Sterling Wealth Partners
  • Read more

There’s a Bear Coming Towards Us in the Road – But is it a Teddy Bear or a Grizzly Bear?

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on June 2nd, 2017

As we have discussed in previous blog posts, we are in an historically long bull market. The current market recovery started roughly March of 2009 and now continues into a 98th month. Given that the average bull market lasts somewhere around 48-60 months, this one is well above the norm for length. Does this mean that a bear market is imminent? Not really.

Tags:
  • bear market
  • economy
  • investments
  • James Allen
  • Scot Landborg
  • 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 Investment Management Pyramid

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on February 6th, 2017

Choosing an investment portfolio that will help you work toward your financial goals can be a confusing and daunting task. There is an enormous amount of conflicting advice and information available at the touch of a keystroke or through a 30 second sound bite on the financial news.

Tags:
  • investments
  • Jim Allen
  • Orange County Wealth Management
  • portfolio
  • Scot Landborg
  • Sterling Wealth Partners
  • Read more
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17332 Irvine Blvd, Ste 130
Tustin, California
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  •  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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