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Sterling Wealth Management, LLC

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Sterling Wealth Management, LLC

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SWM helps individuals and families plan for a confident financial future.

We specialize in Retirement Planning, Investment Management, Medicare guidance, and Tax-efficient Income Strategies—helping you simplify finances and retire with clarity.

10/29/2026

Is your estate strategy full of cobwebs? Does your investing approach have too many tricks and not enough treats? Does your retirement timeline read like a ghost story?

These things have a way of going bump in the night.

Knowing where you stand is the first step.

Don't let uncertainty haunt your financial future! Contact Sterling Wealth Management in Ocala, FL, to schedule a conversation about your retirement and financial planning goals.

📅 Schedule a consultation: https://swmfl.com

📞 Call us: 352-509-5388

10/26/2026

Medicare Open Enrollment Is Here! October 15 – December 7

Is your Medicare plan still meeting your needs? Now is the time to review your Medicare Advantage coverage for 2027.

At Sterling Wealth Management in Ocala, FL, we help you understand your Medicare options and make informed decisions about your coverage.

📞 Call: 352-509-5288

🌐 Visit: https://www.swmfl.com/

10/23/2026

🎗 October marks Breast Cancer Awareness Month, a time to recognize and support those affected by breast cancer.

We honor the survivors, fighters, caregivers, and loved ones who show strength and courage every day.

This month, and always, we stand with our community in raising awareness and showing compassion to those whose lives have been touched by breast cancer. 💛

To anyone navigating this journey: you are seen, you are valued, and your resilience inspires us all. 💙

10/22/2026

2027 Medicare and Social Security Updates Are Here

If you’re wondering about the 2027 Social Security COLA, Medicare Part D out-of-pocket costs, or the 2027 Medicare enrollment deadline, now is the time to review the facts. Key updates for 2027 include a 3.6% Social Security cost-of-living adjustment, an estimated average retirement benefit of $2,170 per month, a $2,400 Part D out-of-pocket threshold, and a $700 maximum Part D deductible. Medicare Open Enrollment ends December 7, with changes taking effect January 1, 2027.

If you have questions about how these 2027 Medicare changes may affect your retirement income or healthcare costs, Sterling Wealth Management is here to help.

📞 352.509.5288

🌐 www.swmfl.com

10/22/2026

You might be paying more in taxes than you need to—and not even realize it.

From investment timing to account selection, small decisions can have a big impact on your total tax bill. Here are five areas to keep in mind this tax season.

10/20/2026

How does it stack up? Looking back over the last 20 years of Social Security cost-of-living (COLA) adjustments:

✅ It’s higher than 2.8% in 2026
✅ It’s above the 20-year average of about 2.6%
✅ It ties 2012 for the 4th-largest increase since 2008, behind only 2023 (8.7%), 2022 (5.9%) and 2009 (5.8%)

What does that mean in dollars? The average retired worker’s monthly benefit goes from $2,095 to $2,170 in 2027, about $75 more per month. The maximum benefit raises just slightly, from $4,152 a month to $4,188 in 2027.

Nearly 72 million Social Security beneficiaries will see the 3.6% COLA beginning in January 2027. Increased payments to about 7.3 million people receiving SSI will begin on December 31, 2026.

10/18/2026

10/16/2026

📢 Medicare Annual Enrollment Period (AEP) Is Here!

Medicare Open Enrollment is officially underway October 15 – December 7!

Is your Medicare plan leaving your area in 2027? Have your benefits, premiums, or coverage changed? Or would you simply like to review your current plan?

At Sterling Wealth Management, we're here to help you review your Medicare options and make informed decisions about your coverage.

📞 Call 352-509-5388 to schedule your Medicare Plan Review today!

🌐 www.swmfl.com

📍 Serving Ocala and Central Florida

Address

1740 SE 18th Street, Building 901
Ocala, FL
34471

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+13525095388

Website

http://www.swmfl.com/

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