Latest Updates

Sterling Financial Movie Night: May 4

Sterling Financial invites you and your family to a night of action and adventure! Join us for a free private premier of The Avengers.

  • Friday, May 4th at 5:15
  • Jordan Commons Megaplex – Theater 14 (see a map)
  • Online registration is now complete. If you are still interested in joining the waiting list, please call Susan or Cindee at 801-263-3636.

Thanks – we’ll see you there!

Fact vs. Fiction: Home Sale Tax

Presented by Fred Scheffner

Fiction: Beginning in 2013, I will be taxed on the sale of my home.

Fact: It is true that the Health Care Reform Act imposes a 3.80-percent Medicare contribution tax on the net investment income of high-income taxpayers. There is, however, an exclusion for the sale of a principal residence. For qualified individuals, the exclusion will apply up to the first $250,000 gained from the sale of a principal residence; for married couples filing jointly, it will apply up to $500,000.

Work Hard, Invest Wisely . . . Retire Early? Putting the American Dream Back Within Reach

Presented by Justin Bitner

For most people these days, the idea of retiring early is just a dream—it’s not very realistic. This is due, in part, to the costs associated with obtaining health insurance before age 65, when Medicare eligibility kicks in. And, even with Medicare, a retiree’s younger spouse or dependents often aren’t covered.

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The ABCs of Finance: Tips and Tools for Raising a Smart Investor

Presented by Marcus Pinnock

The sooner the better: it’s a saying that applies to many facets of life, including educating children about money. By introducing sound financial habits early on, you’ll give your child a head start on the path to becoming an informed investor. Here are some creative ideas, as well as book and website suggestions, for raising a financially savvy kid.

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New Year’s Resolutions: Toning Your Financial Health

Presented by Marcus Pinnock

It’s that time of year when many people set goals in the hope of changing their lives in the year to come. Some may set their sights on losing a significant amount of weight or training for a marathon, while others may want to spend more time with family or other loved ones. Whatever your plans, you may want to add a few small financial changes to your resolution list to help you turn 2012 into an even better year.

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