Sterling News and Views

The SECURE Act will require a change in strategy for many Americans. For others, it may reveal new opportunities.

Whether you will be passing on your business to your heirs or business partners, having a plan in place might ensure that your business legacy continues to live on.

What financial, business, or life priorities do you need to address for the coming year? You have plenty of choices. Here are a few ideas to consider:

While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long-lasting.

Did you know you have other, less-tangible assets that deserve your attention? This article breaks down your DIGITAL assets, what they are worth and how to protect them.

In this month’s recap: the S&P 500 returns to record territory, key economic indicators show strength, oil continues its ascent, and existing home sales decline.

The perception that family wealth is a fallback rather than a responsibility can contribute to the erosion of family assets. What you need to know to better prepare your beneficiaries and protect your legacy.

Slow and steady wins the race? Not everyone retires the same way – or at the same pace. Our latest article outlines different retirement speeds and can help you decide which lane may be right for you.

Are you thinking you should have received a 1099? Or maybe sent one of these forms? Sterling Wealth Advisors breaks down the different 1099s available so you can be better prepared this tax season.