Change in life is inevitable – and so too are the periods of transition which big changes can bring. Whether you’re buying a home, having a child (or grandchild!), getting married, getting divorced, changing careers, or saying goodbye to a loved one – it is truly an understatement to say life is full of moving […]
About Sharon Allen, CFP®,CTFA
Founded by Sharon Allen, CFP® in 2004, Sterling specializes in helping successful families and individuals create tailored financial plans to help guide them through wherever life’s journey may lead. Our services are comprehensive - investment consulting and management, estate planning, tax and insurance planning and analysis, development of philanthropic initiatives, to name a few.
Entries by Sharon Allen, CFP®,CTFA
Everyone loves a good story. It’s what keeps you hooked watching a movie or reading a book…it’s also what keeps investors committed to poor investment solutions. Investors like a good story that keeps them engaged, and that story usually involves a savvy manager. But there is a different narrative—written by financial scientists. Now, academic finance […]
Money Magazine interview on recession-proofing your portfolio
The vast majority of children are destined for a financial future that differs little from that of their parents. Research has found that the financial future of younger generations can sometimes even be worse due to a combination of societal influence and last of intentional “fiscal training”. You can change that.
Nearly double the number of 25- to 35- year-old Millennials were living with their parents in 2016 than their Silent Generation counterparts in 1964.1 In fact, the percentage of 18- to 34-year-olds living in their parents’ home grew from 26.0% in 2005 to 34.1% only ten years later. Of this group, 1 in 4 are […]
- The “SMART” Way to Navigate Life’s TransitionsAugust 14, 2019 -
- A Different Way to Invest in Our Tumultuous WorldJuly 11, 2019 -
- Recession-Proof Your Retirement PortfolioMarch 16, 2019 -
- Raising Financially Sound KidsFebruary 27, 2019 -
- The Boomerang Generation – Planning for the UnplannedFebruary 11, 2019 -
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