Sterling Total Wealth Solutions

10/07/2026

October is home to some truly unforgettable moments in history that remind us how one bold idea can shift the course of everything that follows. Here are three we are celebrating this month:

🏰 October 1, 1971 - Walt Disney World opened its doors in Orlando, Florida, welcoming families to what would become one of the most recognized destinations on earth. Beyond the rides and the magic, it became a global symbol of American imagination and storytelling, continuing to draw millions of visitors every year.

📞 October 9, 1876 - Alexander Graham Bell and Thomas Watson completed the first long-distance, two-way telephone conversation over outdoor wires, connecting Boston to East Cambridge.

🎵 October 23, 2001 - Steve Jobs introduced the iPod with the now iconic slogan "1,000 songs in your pocket." This changed how we listen to music and laid the groundwork for the iPhone and the modern smartphone era we live in today.

These moments continue to inspire us to think bigger, dream bolder, and never underestimate the lasting impact of one great idea.

Which of these October milestones resonates with you the most? Drop a comment and let us know!

10/06/2026

Just like putting a bandaid over a gaping hole, wont fix anything, getting more income wonm't cover up poor spending choices.

10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

10/06/2026

3rd Quarter is in the books. We will be celebrating the new year before you know it. Check out our review of the past quarter and a peek ahead to what we are watching in the 4th.

The 3rd quarter of 2026 is officially in the books and many of the ...

10/05/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

10/05/2026

This month, we are sharing a story from the Boston Marathon that is hard to forget. During the closing stages of the race, first-time runner Ajay Haridasse collapsed near the 26-mile marker with severe leg cramps. After repeatedly struggling to get up, Haridasse was preparing to crawl the final stretch of Boylston Street.

That is when two fellow competitors, Aaron Beggs and Robson Oliveira, decided to stop. With their own finish times and personal goals on the line, they lifted Haridasse between them and supported him all the way across the finish line. Haridasse tracked both men down by their bib numbers afterward just to say thank you.

This story is a beautiful reminder that some of the most powerful moments happen when someone chooses to slow down for another person. In a race where every second counts, these two chose something that mattered more.

Read the full story here:

https://www.goodnewsnetwork.org/boston-marathon-runners-praised-for-stopping-to-help-injured-competitor-cross-finish-line-watch/

09/30/2026

This morning on IH-45 Southbound just north of Woodlands Parkway. Imagine traffic is going to be backed up heading into work this morning, but thanks to the quick action by our first responders, looks like it will be contained and no further damage. Be safe everyone!

09/28/2026

What's holding you back from achieving financial freedom? Maybe you need to just let go of the past?

What's holding you back from achieving your financial success? May...

09/23/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

09/11/2026

National 401(k) Day is a great time to highlight that 401(k)s remain one of the most common retirement savings tools in the country, helping millions of Americans build toward financial independence over time. Swipe to learn more about why they remain such an important part of retirement planning.

If you’d like to review your current retirement strategy or discuss whether your investments are still aligned with your goals, feel free to reach out anytime. We are here to help.