As we bid farewell to 2025 tax year filings (mostly), at Sterling, we have our eyes firmly on the road for 2026 planning opportunities. There are changes to be aware of, as well as smart tax related decisions to make in the year ahead. Tax Law Provision Changes: A Quick History 2026 is a year […]
“You can’t predict. You can prepare.” – Howard Marks The headlines this year have been relentless. Trade tensions escalate and de-escalate. AI investments soar to dizzying heights, then stumble amid concerns about valuations or Chinese competition. Geopolitical storms rage from Eastern Europe to the South China Sea. For many investors, this creates an uncomfortable paradox: […]
As the season of gratitude approaches, many families take time to reflect on what they value most—and how they can “give back”. Whether you give regularly to a favorite charity or are looking to make a larger year-end gift, thoughtful planning can help ensure your generosity has the greatest possible impact. Give Strategically: The Power […]
Love it, hate it, or ignore it, the One Big Beautiful Bill Act (or the “OBBBA“) is here to stay. At over 900 pages, this statute provides wide-ranging changes to our federal tax and spending policies. It was no secret that there would be changes coming to the tax system this year. Many provisions in […]
Success in the retirement pivot is where preparation and opportunity meet.
Location
Sterling Wealth Management
301 North Neil Street, Suite 203
Champaign, Illinois 61820
Telephone
(217) 398-1900
(855) 398-1900 (Toll Free)