Resources

To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics below or use our Search Tool above to find articles pertaining to almost any type of financial situation.

If you need additional assistance, please don't hesitate to send us an email or call our office.

Retirement Planning

Retiring Soon? You Can Do It !
Registered Retirement Savings Plans
Registered Retirement Income Funds
Lifelong Learning Plan
Pension Income Splitting

Estate Planning

Death and Taxes
Caring for your aging parents
Joint accounts
Understanding Your Insurance Needs
Aging and taxation
Charitable Planned Giving

The contents of this website does not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Brenda Phelan and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.
Insurance products, and other related financial services are provided by Brenda Phelan as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.

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Resources

Investment Planning

Careers, Education Planning

Tax Planning

Retirement Planning

Estate Planning

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