Sterling Wealth Management

From Mark Stephenson, Chartered Retirement Planning Counselor®
Founder, Sterling Wealth Management & Financial Advisor, RJFS
Rebalancing your portfolio may help it grow in the right direction. This is how you can stay on target:

How rebalancing helps keep your portfolio on track raymondjames.com

From Mark Stephenson, Chartered Retirement Planning Counselor®
Founder, Sterling Wealth Management & Financial Advisor, RJFS
Help young investors build confidence by understanding the fundamental tools and strategies that support long‑term financial success. Explore this primer highlighting key concepts from stocks and bonds to investing styles like value and growth:

Launching a financial future raymondjames.com

From Mark Stephenson, Chartered Retirement Planning Counselor®
Founder, Sterling Wealth Management & Financial Advisor, RJFS

Retiring in 2026? These Are the Best and Worst States mentalfloss.com

From Mark Stephenson, Chartered Retirement Planning Counselor®
Founder, Sterling Wealth Management & Financial Advisor, RJFS

War in Iran Threatens Higher Fuel Prices, Renewed Inflation kiplinger.com

Want to know more about ETFs? Call me at 937-717-9049 to schedule a complimentary review.
Mark Stephenson, Chartered Retirement Planning Counselor®
Founder, Sterling Wealth Management & Financial Advisor, RJFS

5 Tax-Efficient ETFs to Diversify Your Portfolio kiplinger.com

Please call 937-717-9049 to schedule a complimentary portfolio review and fee analysis.
Mark Stephenson, Chartered Retirement Planning Counselor®
Founder, Sterling Wealth Management & Financial Advisor, RJFS

Retirement Planning - Sterling Wealth Management - Springfield, OH raymondjames.com

From Mark Stephenson, Chartered Retirement Planning Counselor®
Founder, Sterling Wealth Management & Financial Advisor, RJFS
With nearly 40% of U.S. workers not on track to maintain their lifestyle in retirement, employers have an opportunity to play a pivotal role in improving long‑term outcomes. Employee‑focused plan design, supported by automated features that help employees start earlier and save more consistently can strengthen retirement readiness while reducing the significant financial strain caused by delayed retirements.

Nearly 40% of U.S. workers aren't on track to maintain their lifestyle in retirement. principal.com

From Mark Stephenson, Chartered Retirement Planning Counselor®
Founder, Sterling Wealth Management & Financial Advisor, RJFS

6 Financial Questions Every Woman Should Ask in Her 30s kiplinger.com

From Mark Stephenson, Chartered Retirement Planning Counselor®
Founder, Sterling Wealth Management & Financial Advisor, RJFS

Financial wisdom starts early. The habits kids learn today can shape their relationship with money as adults. From saving coins in a jar to understanding debt, explore 10 age-specific lessons for guiding your children toward lifelong financial success
https://www.raymondjamesconnect.com/a46X49

From Mark Stephenson, Chartered Retirement Planning Counselor®
Founder, Sterling Wealth Management & Financial Advisor, RJFS

Nearing Retirement? Why 'Refirement' Is a Better Philosophy kiplinger.com

From Mark Stephenson, Chartered Retirement Planning Counselor®
Founder, Sterling Wealth Management & Financial Advisor, RJFS
When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift affect your tax picture can help you plan ahead. Explore the key factors to keep in mind:

Life-changing events change your taxes, too raymondjames.com

From Mark Stephenson, Chartered Retirement Planning Counselor®
Founder, Sterling Wealth Management & Financial Advisor, RJFS

The Average Retirement Withdrawal Rate by Age kiplinger.com