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WEALTH & RETIREMENT RESOURCES

We’re here to help. Whether you want to know the latest wealth and retirement planning news, or just want to see what’s happening at Sterling, our resources are available to you.

Articles

Evaluating Social Security Strategies, Live Play AAA, March 2018

Budget Bill Changes Social Security, Live Play AAA, February 2016

Beware of these eight retirement mistakes, Star Tribune, March 2014

Gray and green: How to tell if an older adult needs help managing finances, Star Tribune, February 2013


Blog

Stay up-to-date on wealth and retirement planning news with the Sterling Retirement Resources blog.


Newsletters

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Resource Directory

We have a strict policy against sending our clients away when they need help. That includes when they need recommendations for a contractor, handyman or anything else. If you would like a copy of the directory, please contact Melanie Deets.

Facebook News

Sterling’s Ronald McDonald House Donation Drive is back for our 6th year! We will be collecting non-perishable food items, school supplies, cleaning products and other practical items from their Wish List through Friday, December 7th. We are so thankful for your continued support in helping to make the children and their families’ home away from home more comfortable! Check out our website for more details: www.sterlingretirement.com/2018-ronald-mcdonald-donation-drive/ ... See MoreSee Less

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Trick or Treat from Meg’s little cow girl and Egyptian god. Hope everyone has a spooktacular Halloween!! ... See MoreSee Less

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The Sterling crew had a blast helping out with Loaves & Fishes at their farm site in Coon Rapids! We harvested several pounds of green beans and cherry tomatoes, which will be used to provide nutritious meals to those in need. Loaves & Fishes is the largest open-to-the-public meal program in the state! To learn more about their wonderful organization, please visit their website at www.loavesandfishesmn.org. ... See MoreSee Less

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Next week, Steve and Meg will be presenting another series of workshops at AAA Minneapolis on the ever-changing world of Social Security. If you are interested in attending, please contact Davis!

Tuesday, September 11th, 2018 : 9:30am-11am OR 4:30pm-6pm

Thursday, September 13th, 2018: 9:30am-11am OR 4:30pm-6pm
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We are excited to announce that Amelia passed her big exam and is now a Chartered Financial Analyst® charterholder!

Since 2015, Amelia has dedicated over 1,200 hours of study to pass all three levels of the CFA® exams and has fulfilled the required industry experience necessary to earn the charter. Obtaining the CFA charter demonstrates commitment to being an ethically accountable investment specialist with mastery of investment analysis and portfolio management skills. Learn more about the CFA Institute here: www.cfainstitute.org/.

Please join us in congratulating Amelia!
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Sterling Retirement Resources, Inc.
8401 Golden Valley Road, Suite 225 Golden Valley, MN 55427
Main: 763.762.3400 I Fax: 763.762.3409

Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA, SIPC. Advisory services also offered through AdvisorNet Wealth Management. Sterling Retirement Resources and Cetera Advisor Networks LLC are not affiliated.
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