Sterling Wealth Management

From Mark Stephenson, Chartered Retirement Planning Counselor®
Founder, Sterling Wealth Management & Financial Advisor, RJFS
With nearly 40% of U.S. workers not on track to maintain their lifestyle in retirement, employers have an opportunity to play a pivotal role in improving long‑term outcomes. Employee‑focused plan design, supported by automated features that help employees start earlier and save more consistently can strengthen retirement readiness while reducing the significant financial strain caused by delayed retirements.

Nearly 40% of U.S. workers aren't on track to maintain their lifestyle in retirement. principal.com

From Mark Stephenson, Chartered Retirement Planning Counselor®
Founder, Sterling Wealth Management & Financial Advisor, RJFS

6 Financial Questions Every Woman Should Ask in Her 30s kiplinger.com

From Mark Stephenson, Chartered Retirement Planning Counselor®
Founder, Sterling Wealth Management & Financial Advisor, RJFS
When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift affect your tax picture can help you plan ahead. Explore the key factors to keep in mind:

Life-changing events change your taxes, too raymondjames.com