Sterling Group United
Financial Insights
From investment tips to financial planning strategies, our financial insights provide valuable tools and information to help you work towards a better financial reality.
Recent Articles
Income Tax Planning and 529 Plans
The income tax benefits offered by 529 plans make these plans attractive to parents (and others)...
Coordinating Long-Term Care Insurance with Government Benefits
If you're a senior, the future may present more of a concern than it once did--you may wonder what...
Closing a Retirement Income Gap
When you determine how much income you'll need in retirement, you may base your projection on the...
Alternative Investments
Creating an Investment Portfolio
You've identified your goals and done some basic research. You understand the difference between a...
Handling Market Volatility
Conventional wisdom says that what goes up, must come down. But even if you view market volatility...
Other Investment Options
A well-diversified investment portfolio contains a mix of stocks, bonds, short-term cash...
Money Management
Income Tax Planning and 529 Plans
The income tax benefits offered by 529 plans make these plans attractive to parents (and others)...
Tax Tips: Health Insurance
Your health insurance coverage probably came in handy several times over the past year. It all...
Education Tax Credits
It's tax time, and your kitchen table is littered with papers and forms. As if this isn't bad...
Insurance Options
Planning Ahead for Life Insurance Proceeds
Why did you purchase life insurance? If you're like most people who buy life insurance, you're...
Should You Buy Long-Term Care Insurance?
The longer you live, the greater the chances you'll need some form of long-term care. If you're...
Tax Planning Tips: Life Insurance
Understanding the importance of life insurance is one thing. Understanding the tax rules is quite...
Retirement Planning
Coordinating Long-Term Care Insurance with Government Benefits
If you're a senior, the future may present more of a concern than it once did--you may wonder what...
Closing a Retirement Income Gap
When you determine how much income you'll need in retirement, you may base your projection on the...
Retirement Planning: The Basics
You may have a very idealistic vision of retirement. Doing all of the things that you never seem...