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A Few Words About Us
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.
Market Review and Outlook
Ensure you have the financial security to be in control of your retirement. Before determining if an FIA is right for your portfolio, make sure you understand the specific product features and if the benefits ladder into your goals. If you… have a retirement plan in...read more
The Algarve region provides all that a continental lifestyle has to offer, from medieval towns and fishing villages to open-air markets and local wine. Retirees can choose to live or retire in any country in the world. A move to a new country can allow you to live...read more
Retirement might not live up to your expectations. Most retirees are prepared for more free time and less stress, but some other aspects of retirement could be unexpected. Many retirees have significant financial worries and health concerns, and an excess of free time...read more
By Jeremy T. Rodriguez, JD IRA Analyst Follow Us on Twitter: @theslottreport As you accumulate money in an employer retirement plan, somewhere along the line you are going to be faced with one question: should I leave it in the plan or roll it out? For many, that...read more
There has been talk in Congress about indexing capital gains for inflation. This has largely been under the radar… until this week when the story hit the front page of the New York Times, where the story states that the White House might try to do this on its own...read more
IRA distributions and Roth IRA conversions can affect the size the Medicare premiums you pay. Here's how, and what to do about it. Means Testing Medicare Medicare consists of four "parts." Part A, which covers hospital costs, is paid for by the government. But the...read more
The US stock markets rose during the month of July as mostly strong corporate earnings trumped weakness in Technology shares. Additionally, fears of a prolonged trade war with China eased a bit as news reported that Treasury Secretary Steve Mnuchin and Chinese Vice...read more
The US stock markets gyrated between gains and losses during the month of June, as investors assessed the impact of proposed trade tariffs, political turmoil in the Eurozone, and signals of a slowing global economy. Most of the major US stock indices had positive...read more
The US stock markets had a roller-coaster ride during the month of May, as the month began with a rally after strong first quarter earnings were reports, trade war concerns subsided, emerging markets calmed, and political instability in Europe was shrugged off. Trade...read more