E.J. Sterling is continuously building and expanding the relationships with our clients and partners, allowing us to bring them all of the support they need for any future business ventures.Read More
Understanding the variety of a client’s needs is critical when advising them on how they can meet their financial goals. Whether buying a home, preparing children for school, or planning for retirement—E.J. Sterling is prepared on all fronts.Read More
We understand today's financial environment and realize that individuals face unique challenges. We can help take the mystery out of preparing for today and tomorrow.Read More
Equities are the cornerstone of nearly every investment portfolio, and E.J. Sterling knows that having experienced equities professionals is essential to successfully navigating the markets.Read More
Bursting the Bubble
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
There’s a link between debt and stress.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
It's important to make sure your retirement strategy anticipates health-care expenses.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”