Sterling Advisor Team - Sterling Wealth

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Entries by Sterling Advisor Team

Navigating the Tempest

March 10, 2025/in Family Wealth, Investing, Wealth Management/by Sterling Advisor Team

In the tempest of social, fiscal and global uncertainty, as financial stewards, keeping a level head and clear-sightedness is our opportunity and responsibility to stay on course to care for our financial houses.

5 Key Steps to Creating a Digital Asset Plan

March 10, 2025/in Communication, Estate Planning, Family Wealth, Wealth Management/by Sterling Advisor Team

Our ever-expanding digital life requires proactive estate planning to manage digital assets according to your wishes and provide clarity for those you leave behind.

Social Security Fairness Act of 2023…Signed, Sealed & Delivered

January 15, 2025/in Retirement, Tax/by Sterling Advisor Team

Social Security Fairness Act of 2023 Heads to the President for Signature

December 24, 2024/in Retirement, Tax/by Sterling Advisor Team

The Social Security Fairness Bill (H.R. 82), introduced in January of 2023, has passed the Senate and House and is on the desk of President Biden awaiting his signature by year-end. While supporters and critics of the bill still have concerns as to how it would be funded over the long-term, it appears poised to […]

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