Sharon Allen, CEO and Co-Founder of Sterling Wealth Management was recently interviewed by Money Magazine about tips for investors to prepare their portfolios for retirement. Click here to read more: | Money https://swmi.co/moneymag-recession-proof-portfolio
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 the University of Illinois provide advice for financial planning, staying healthy, and thriving throughout your retirement years.
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 https://swmi.co/fa-sangen. To read her full white paper “Caught in the Middle: How Does the Sandwich Generation Woman Not Get Squeezed?”, see the Resources section of our website here.
This November Sharon Allen spoke at the InvestmentNews Women Adviser Summit in San Francisco, California. She shared her 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 focused on the resulting data highlighting the challenges and opportunities financial advisors need to be aware of when serving these clients. “It was an honor to be asked to contribute on this very important topic,” says Allen. “Our research shows that the financial services industry needs to do a much better job in truly partnering with women.”
Sharon Allen, CFP(R), CTFA is the Co-Founder and President of Sterling Wealth Management, a fee-only wealth management firm. She has an exceptionally collaborative approach in working with her clients, and has a particular interest in the challenges facing women of wealth. Sharon has co-authored a paper on the Sandwich Generation Woman titled Caught In the Middle: How Does the Sandwich Generation Woman Not Get Squeezed?.
- 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 -
Sterling Wealth Management
301 North Neil Street, Suite 203
Champaign, Illinois 61820