Sterling Total Wealth Solutions | |
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Retirement Plan Detectives | |
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Watch this fun video for tips on how to search for missing money.
Copyright 2024 FMG Suite.
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A Checklist for When a Spouse or Parent Passes | |
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When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at such a time.
First, gather documents. Ask for help from other family members if you need it. Start by gathering the following.

- A will, a trust, or other estate documents. If none of these exist, you could face a longer legal process when settling the person’s estate.
- A Social Security card/number. Generally, the person’s Social Security number will be retired shortly following the death. If you are uncertain, consider checking with the Social Security office.
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Then, gather these additional highly important items.
- Any account statements
- Deeds/titles to real estate
- Car titles or lease agreements
- Storage space keys/account records
- Any bills due or records of credit card statements
- Any social media platform information, if applicable
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Click HERE to read the full article for a quick overview of what to do in these situations.
When you lose a spouse or parent, the grief can be overwhelming. Despite the sorrow, life continues, and arrangements need to be made. To help you navigate this challenging time, we have prepared a checklist you may find useful upon request to guide you through this process. Remember, we are here to help and support you and your loved ones, taking on as much as possible during these difficult times
Please don't hesitate to get in touch if you have any questions or require assistance.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright 2023 FMG Suite. | | |
 
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
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Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower.
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Until I am measured, I am not known. Yet how you miss me when I have flown. What am I?
(Click HERE to reveal the answer.)
Riddle answers not archived
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Mark Your Calendar : Fun and Festive Days Ahead | |
Community events are not sponsored by Sterling Total Wealth Solutions. | |
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Rock The Row
Thursdays
Join the fun at Rock the Row every Thursday from spring to fall, 7 to 9 p.m., at Hughes Landing Band Shell! Enjoy free live music from local and regional bands playing rock, pop, and Motown favorites. Grab a bite or enjoy happy hour at Restaurant Row before the show!
Info/Schedule -> Rock The Row
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Super Hero Day and CARS
July 27th 2024
The Woodlands Children's Museum

Take photos with superheroes at 10:30 a.m., 11:30 a.m., 12:30 p.m., 1:30 p.m., 2:30 p.m., and 3:30 p.m. and enjoy a superhero-themed art project in the museum. Outside, meet Mater, Lightning McQueen, and Tippy the Tractor from 10 a.m. to 3 p.m., and cool off with Tikiz Shaved Ice & Ice Cream available for purchase. Don't miss this super fun and car-tastic day!
Info -> Super Hero Day
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Starlight Swan Rides
August 9th, 12th
Pre-Registration is Required

Glide along the Upper Woodlands Waterway under a star-studded sky for a magical evening at Riva Row Boat House. Enjoy an hour of enchantment as you pedal swan boats adorned with twinkling lights, drifting past Waterway Square and up to Lake Robbins. Perfect for couples or anyone seeking serenity, this enchanting ride requires pre-registration due to high demand. Safety instructions and life vests are provided. Don’t miss this fairy-tale experience!
Info/Tickets -> SWAN RIDES
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To access all of our Sterling content, including Newsletters and Financial Articles, click below. | | |
 
Sterling Total Wealth Solutions
The Woodlands, Texas 77380
Houston, TX 77058
281.719.5629
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Sterling Total Wealth Solutions and Cambridge are not affiliated. | | | | |
