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Building a Balanced Year of Growth, Connection, and JoyFebruary 10, 2026 -
The Enduring Case for Global DiversificationFebruary 10, 2026 -
The Power of Tax-Efficient InvestingOctober 31, 2025 -
Making the Most of Year-End Charitable GivingOctober 31, 2025 -
5 Key Steps to Creating a Digital Asset Plan
/in Communication, Estate Planning, Family Wealth, Wealth Management/by Sterling Advisor TeamOur 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
/in Retirement, Tax/by Sterling Advisor TeamSocial Security Fairness Act of 2023 Heads to the President for Signature
/in Retirement, Tax/by Sterling Advisor TeamThe 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 […]
4 Key Truths That Lead to Investing SUCCESS
/in Family Wealth, Investing, Wealth Management/by Sharon Allen, CFP®,CTFAMany of us have heard the phrase, “Luck favors the prepared.” I suggest a different idea: “SUCCESS favors the prepared.” Every person defines success differently… whether it means the open doors of opportunity, personal accolades, a substantial financial foundation, wealth in the form of relationships. The one common theme among these varying definitions of success […]
Smart Tax Planning: A Primer on Tax Loss Harvesting
/in Investing, Tax/by Sharon Allen, CFP®,CTFAA key element to the effective management of your taxable investment portfolio is the implementation of “tax loss harvest” opportunities. While we know it is harvest time here in Central Illinois, this strategy has nothing to do with corn and beans and everything to do with your income taxes. We thought we’d take a moment […]