Sharon Stark

Sharon Stark ✮ Retirement Income Planner ✮ 401(k) Options ✮ 401(k) & 403(b) Portfolio Management Advisor Reviews on this site may or may not be by clients of the firm.

No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success. Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of

information provided at these websites. Securities offered through Cambridge Investment Research, Inc., member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge and Primary Wealth Group are separate companies. Cambridge does not offer tax advice.

Here is another video update!
12/04/2024

Here is another video update!

Welcome to Principal Wealth Group Video Archive

Here's another video update.
11/22/2024

Here's another video update.

Welcome to Principal Wealth Group Video Archive

Financial success starts with small, daily steps. Big money goals can seem daunting, but growth and achievement don’t ha...
02/13/2024

Financial success starts with small, daily steps. Big money goals can seem daunting, but growth and achievement don’t happen overnight. In this month’s Visual Insights Newsletter, learn about the power of small, consistent actions to achieve big goals in finance and life. Check it out!

See how little steps can lead to big accomplishments.

What tax law changes are on the horizon?! Prepare yourself with this free guide, outlining 5 strategies investors use to...
02/08/2024

What tax law changes are on the horizon?! Prepare yourself with this free guide, outlining 5 strategies investors use to lower taxes BEFORE rates potentially jump. But act quickly––these opportunities could disappear forever.

Discover 5 IMMEDIATE Opportunities [BEFORE You File]

Some of the biggest market bubbles, busts, and crises over the past few decades have been caused by these two things - f...
01/30/2024

Some of the biggest market bubbles, busts, and crises over the past few decades have been caused by these two things - fear and greed. Learn more in this month’s Visual Insights Newsletter. Check it out!

Greed & fear can trip you up. Here's how to avoid them.

When you want to buy or sell an item, what do you consider? A lot of decisions in the markets aren’t based on numbers at...
01/23/2024

When you want to buy or sell an item, what do you consider? A lot of decisions in the markets aren’t based on numbers at all, but based on emotions like fear and greed. Learn about how these emotions can get in the way of rational decisions in this month’s Visual Insights Newsletter.

Learn how to mute greed & fear to make better choices.

A lot of buying and selling decisions in the markets are not based on numbers at all - instead, many of us defer to our ...
01/16/2024

A lot of buying and selling decisions in the markets are not based on numbers at all - instead, many of us defer to our emotions. We don’t have to let fear and greed force us to make emotional decisions with our money. Learn more in this month’s Visual Insights Newsletter.

Greed & fear can mean poor choices & loss. Here's how.

How much greed or fear is driving your financial choices? It’s not just other investors - greed and fear can trip up any...
01/09/2024

How much greed or fear is driving your financial choices? It’s not just other investors - greed and fear can trip up any of us. In fact, some of the market’s most recent bubbles and busts have been a result of it. See how trillions have been lost to fear & greed in this month’s Visual Insights Newsletter.

See how trillions have been lost to fear & greed.

Retirement is the finish line for most people after decades of working - but you may get tripped up along the way. The r...
01/02/2024

Retirement is the finish line for most people after decades of working - but you may get tripped up along the way. The retirement of your dreams could disappear with just a few missteps and oversights. This month’s Visual Insights Newsletter breaks down what you need to be aware of in retirement planning.

Evolve your retirement plan with expert insights

What does your dream retirement look like? No matter how you answer that question, you need a plan to get there. How do ...
12/26/2023

What does your dream retirement look like? No matter how you answer that question, you need a plan to get there. How do you know if you’re on track? We break it down in this month’s Visual Insights Newsletter.

Ever do the math? Here are some starting points

For those in Dallas nearing retirement - how much do you need to save to retire comfortably? For most folks, navigating ...
12/19/2023

For those in Dallas nearing retirement - how much do you need to save to retire comfortably? For most folks, navigating retirement planning can be daunting. We break down what you need to know in this month’s Visual Insights Newsletter.

How does your plan break down? See some examples

Setting strong financial goals starts with understanding your options. Check out this list to re-evaluate your prioritie...
11/21/2023

Setting strong financial goals starts with understanding your options. Check out this list to re-evaluate your priorities.

Why smarter goals & more success start with a list.

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