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
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
It may help your business be better prepared in the event of the death of a principal or key employee.
A quick look at how federal income taxes work.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Probate can be a completely public process, or it can be managed to include as little information as possible.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What if instead of buying that home, you invested that money?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
There are hundreds of ETFs available. Should you invest in them?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.