Entries by Sharon Allen, CFP®,CTFA

What Makes for Successful Retirement?

Retirement can be a challenging and stressful time. But it doesn’t have to be! With a good plan fiscally and physically…and some good coaches to help, you can be very successful. The 21st Show guests Sharon C. Allen, president and co-Founder of Sterling Wealth Management in Champaign, and Elizabeth Stine-Morrow, professor of educational psychology at […]

Market High…Market Top?

In case you hadn’t noticed, the S&P 500 index has reached record territory, and the Nasdaq has crossed over the 5,000 level.  At 2,166.89, the S&P 500 finished above the previous high of 2,130.82, set on May 21, 2015. We’ve waited more than a year for the market to get back to where they were before […]

Sharon Allen’s article published by Financial Advisor Magazine

Financial Advisor Magazine, a national publication serving the advisory community, published an article written by Sharon Allen on understanding the squeeze a sandwich generation woman experiences and how advisors can help. Check out the full article here http://swmi.co/fa-sangen. To read her full white paper “Caught in the Middle: How Does the Sandwich Generation Woman Not Get […]

Allen Addresses Advisers on Working with Breadwinner Women

This May Sharon Allen spoke at the national Financial Advisor Invest in Women conference in Dallas, Texas. She facilitated a panel of experts as well as shared her own expertise regarding the concerns and needs of Breadwinner Women in our society. Drawing from the national research from the Family Wealth Advisor’s Council, of which Sharon is a member, she […]

Successful Investing (while riding a roller coaster)

It’s natural human behavior in times of stress to reevaluate the current situation to find answers. This story rang true for many investors of globally diversified portfolios as the sharp declines of early 2016 caused some to examine their asset allocation and question if they were still making the right decisions. In fact, many investors […]