There are many personal finance activities that we engage in as adults that are almost second nature, from working to saving to borrowing and building credit. We’ve compiled some simple actions you can take (and when) to increase your child’s financial success as they mature. Grade School Age + 1. Encourage them to get experience […]
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
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 […]
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.
- Launching the Younger Generation to Financial SuccessJanuary 26, 2020 -
- 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 -
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