STA is committed to providing our clients with the best retirement solutions for their financial and lifestyles goals. We assist clients by taking the complexity out of their retirement planning and assuring their individual retirement plans will work for them AND their loved ones.
Our company’s experienced specialists provide clients with a full spectrum of experience. Our team includes financial planners, licensed fiduciaries, tax specialists, CPAs, insurance experts, asset management professionals, Social Security experts, and estate and trust attorneys. We are here to ensure our clients fully comprehend their retirement opportunities, so they have enough inflation-adjusted guaranteed retirement income…no matter how long they live, along with well-crafted estate plan strategies to ensure their wishes are properly executed.
Our primary goal is keeping our clients' money safe from volatile and risky investments.
The power and pitfalls of retirement savers' illusions
Study finds that the format in which information is presented affects an individual’s perception of wealth (or poverty)
A new study has found that one difficulty workers saving for retirement have in judging whether they’re on track is that they could be under the “illusion of wealth” or, conversely, under the “illusion of [...]
4 Things to Eliminate From Your Life for a Happy Retirement
What you remove is just as important as what you add.
Many retirement articles have been written about all the wonderful things you can do with the free time you will have after you retire. Once you leave work, you’ll have more time to travel, volunteer, take courses, play golf, enjoy hobbies and so much more. The possibilities [...]
7 Things You Need to Know About the Once-Per-Year Rollover Rule
In 2014, the Tax Court in the Bobrow case ruled that the once-per-year rollover rule applies to all of an individual’s IRAs, not to [...]