VOL. 5 ISSUE 5

Sterling Total Wealth Solutions

🌼 May 2024

Sterling Videos

How To Retire Early

Retiring early is often romanticized as the ultimate goal, a life of leisure and freedom. However, it is crucial to approach this dream with a critical eye, understanding the financial implications and necessary preparations involved.

It is a decision that requires careful planning, foresight, and a realistic assessment of one's current financial situation. By acknowledging the cold, hard facts and taking proactive steps towards financial stability, early retirement can indeed become a reality filled with fulfillment and peace of mind.

Financial News

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Do you have a will?

A will enables you to specify who you want to inherit your property and other assets. A will also enable you to name a guardian for your minor children.

Do you have healthcare documents in place?

Healthcare documents spell out your wishes for health care if you become unable to make medical decisions for yourself. They also authorize a person to make decisions on your behalf if that should prove necessary. These documents may include a living will, a power of attorney agreement, and a durable power of attorney agreement for healthcare.

Do you have financial documents in place?

Certain financial documents can outline your financial wishes. If you become unable to make decisions for yourself, these financial documents can be structured to empower a person to make decisions on your behalf. These documents may include joint ownership, durable power of attorney, and living trusts.

Click HERE to read the rest of the article.

Please don't hesitate to get in touch if you have any questions or require assistance.

IRS.gov, 2024

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.

Sterling Article

Personal Finance Calendar

Use this handy calendar to remember the year's most important dates.

May 2024 Report

Despite a late-month rally, stocks fell in April as investors struggled with a hotter-than-expected inflation report and mixed news about the economy.

May

Not yet a Sterling Newsletter subscriber?

Click the button to stay informed each month.

Newsletter

Sterling Riddle

I can't be captured or held, and I certainly am not seen...yet I can occasionally be heard, and I am often all around you. What am I?

(Click HERE to reveal the answer.)

Riddle answers not archived

Sterling Spotlight

Upcoming Office Closure

Community Events

Community events are not sponsored by Sterling Total Wealth Solutions.

Live Music

The Woodlands

There are several places to see upcoming live music in The Woodlands this summer. Venues like The Cynthia Woods Mitchell Pavilion, Market Street, Waterway Square, Dosey Doe, Hughes Landing, and Town Green Park will feature live performances. For fun and entertainment in the evenings, check the link to see if one of your favorite artists will be performing.

Info -> LIVE MUSIC

Wine Around the World

Wednesday June 5th

Woodlands Waterway Marriot

Join us for an international wine-tasting adventure, no passport needed! Sample and compare wines with industry experts and enjoy light bites paired with each wine. Rotate between rooms dedicated to different wineries, guided by knowledgeable experts. This fun event will inspire your next wine travel destination!

Info/Tickets -> WINE

Donald Duck

Friday June 7th

Woodlands Children Museum

Bring your kids or grandkids to meet the delightful Donald Duck and join us in singing 🎈🎂🎉 “Happy Birthday” to him while posing for photos at 10:30am, 11:30am, 12:30pm, and 1:30pm.

This event is included in the price of admission, which is $9 for adults and children 1 year and older.

Donald -> BIRTHDAY

To access all of our Sterling content, including Newsletters and Financial Articles, click below.