Mark A. Sterley, CFP

11/14/2025

Remote work is the best work😉

11/11/2025

Veterans Day is a day to honor America's bravest sons and daughters who answered the call to defend their nation and, in doing so, made the greatest sacrifice of all. To all who serve: thank you for your service and Happy Veterans Day!

10/25/2025

Feeling overwhelmed about managing your inheritance? You're not alone. Many individuals expecting an inheritance are uncertain about handling their newfound wealth. In fact, nearly twice as many women (23%) feel uncomfortable managing their inheritance compared to men (12%). Seeking guidance from a trusted financial professional may help provide the support needed to navigate this transition successfully.

What's your experience with this? Does the data reflect your own personal experience?


Source: NewYorkLife.com, July 19, 2023

10/22/2025

The New York Life Wealth Watch survey reveals some eye-opening statistics about the "Great Wealth Transfer." On average, adults who expect to receive an inheritance anticipate a value of $738,724.23. However, 58% of them anticipate inflation to impact the value significantly. It's essential to have a strategy in place to manage your inheritance.

Source: NewYorkLife.com, July 19, 2023

10/19/2025

Did you know that not all individuals inheriting wealth are confident in managing their newfound funds? Only 42% of adults expecting an inheritance feel very comfortable financially handling it. Furthermore, inflation is expected to have a medium-to-large impact on the sum inherited by 58% of adults. It's crucial to prepare and consider seeking guidance to make the most of your inheritance.

Source: NewYorkLife.com, July 19, 2023

10/16/2025

The "Great Wealth Transfer" is underway! According to the New York Life Wealth Watch survey, 15% of American adults expect to receive an inheritance in the next decade. While this may provide a financial lift for some, it's important to consider the challenges we face in today's economic environment. From inflation to growing credit card debt and unexpected expenses, our financial progress can be impacted.

What are your thoughts?


Source: Finance.Yahoo.com, July 19, 2023

09/30/2025

09/30/2024

How would your family’s quality of life be financially impacted by your absence? Life insurance can help prevent additional tragedies beyond your death. Call us today for a free analysis.