Medicare Learn More

Medicare Learn More Medicare is complicated, but understanding the basics of eligibility, enrollment and whats covered can go a long way.

Our Licensed Insurance Agents will review all current plan options and find the best fit for your needs and budget. We are a retirement firm, guiding you from Wealth Management, Life Insurance and Medicare Solutions.

06/02/2026

Medicare Advantage vs. Medicare Supplement: What's the Difference?

Choosing between a Medicare Advantage Plan (Part C) and a Medicare Supplement (Medigap) plan is one of the most important Medicare decisions you'll make. Medicare Advantage plans often include extra benefits like dental, vision, and prescription drug coverage, while Medicare Supplement plans help cover out-of-pocket costs and offer greater provider flexibility.

Understanding your options can help you maximize benefits, control healthcare costs, and avoid costly mistakes.

Need help comparing Medicare plans? Contact Sterling Wealth Management for personalized Medicare guidance.

06/02/2026

Your personal 'my Social Security' account gives you access to important information and services anytime – no waiting, no hassle.
🔐Secure. 🏡Convenient. 🙂Built for you.
Learn more: https://ow.ly/P0vc50Z4pIa.

06/02/2026

What’s the best piece of advice about money you wish someone had shared with you after graduating from college or high school? That’s the essential question Steve Rosen put to a diverse group of financial experts and financial education advocates — and they passed along their answers to this...

05/26/2026

Trust Matters in Retirement Planning

“Trust matters in retirement planning. A fiduciary standard helps protect it.”
— Kyle Kay, CFP®, AIF®

When choosing a financial advisor, one of the most important questions to ask is: Are you acting as a fiduciary?

A fiduciary advisor is required to put the client’s best interests first when providing financial advice. That matters when making decisions about retirement income, investments, Social Security, IRA withdrawals, tax planning, estate planning, and long-term financial security.

At Sterling Wealth Management, we believe retirement planning should be built on clarity, education, and trust — not pressure or confusion.

If you are approaching retirement, recently retired, or wondering whether your current plan truly supports your goals, it may be time for a second opinion.

📍 Serving Ocala and Central Florida
📞 Contact Sterling Wealth Management to learn more.

05/20/2026

The benefit estimator is where everything truly clicked. Seeing projected monthly income at different claiming ages made Social Security feel real — not theoretical

05/20/2026

In observance of Memorial Day, our office will be closed on Monday, May 25th as we honor and remember the brave men and women who made the ultimate sacrifice for our country.

At Sterling Wealth Management, we are grateful for their service and dedication.
Our office will resume normal business hours on Tuesday.

Wishing you and your family a safe and meaningful Memorial Day weekend. 🇺🇸 🇺🇸 🇺🇸

05/14/2026

Planning for retirement? Use the personalized tools in your secure my Social Security account to get benefit estimates and plan for tomorrow. It’s fast and secure. ✅ https://ow.ly/fc9c50YWIfC

05/14/2026

Turning 65 soon?🎂
Medicare decisions are closer than you think — and understanding your options can make a major difference in your healthcare, retirement, and financial future.

Many people are surprised to learn that Medicare isn’t just “one plan.” Medicare includes:
📌Medicare Part A – Hospital coverage
📌Medicare Part B – Doctor visits & outpatient care
📌Medicare Part C (Medicare Advantage) – All-in-one plan options
📌Medicare Part D – Prescription drug coverage
📌Medicare Supplement Plans (Medigap) – Helps cover out-of-pocket costs

Choosing the right Medicare plan depends on your doctors, prescriptions, travel needs, retirement goals, and budget. Missing important enrollment deadlines could also lead to penalties or gaps in coverage.

At Sterling Wealth Management, our Licensed Agents help individuals and couples navigate Medicare options with education, guidance, and a personalized approach. Whether you’re retiring soon, already receiving Social Security, or simply preparing ahead, understanding Medicare is an important step in retirement planning.

📍Serving Ocala and Central Florida
📞 Schedule a Medicare consultation today.

05/13/2026

Market headlines change daily. Your retirement strategy shouldn’t.

In today’s economy, many investors are asking the same questions:
• Will inflation stay elevated?
• Are taxes going higher in retirement?
• How much market risk should I really be taking right now?
• Am I truly prepared for the next decade?

The reality is this: successful retirement planning is no longer just about growing assets — it’s about protecting income, managing taxes, reducing unnecessary risk, and creating a strategy built to weather uncertainty.

At Sterling Wealth Management
, we help pre-retirees and retirees build comprehensive financial plans designed for real life markets — not perfect ones. From retirement income planning and Roth strategies to Medicare guidance and investment management, our CFP®-led fiduciary approach is focused on helping clients move forward with confidence.

The strongest financial plans aren’t built during calm markets. They’re built before the next storm arrives.

If you’re within 10 years of retirement or already retired, now is the time to stress-test your financial future.

📍 Central Florida Fiduciary Financial Planning
📞 Schedule a consultation today 352.509.5388

04/27/2026

Life changes happen but reporting them on time matters.

If you receive Supplemental Security Income (SSI), changes like income, living arrangements, or resources can affect your payments. Reporting promptly helps you:
✔️ Avoid overpayments
✔️ Get the right benefit amount
✔️ Keep your record up to date

Watch this video to learn what to report and when: https://ow.ly/kXbx50YOM1O

Address

Ocala, FL
34471

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+13525095388

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