Sterneck Capital Management, LLC

Sterneck Capital is a fiduciary, fee only, wealth manager with a national client base. The firm was founded with the goal of bringing institutional level expertise to the individual. We are proud to have been assisting clients in pursuit of their financial goals for over 35 years. Call 816-531-224 to learn how we can add value to your financial life. Or, schedule time to visit: https://bit.ly/3uOZAEX Advisory services offered by Sterneck Capital Management. #SterneckCapitalManagement #invest #financialPlanning #RegisteredInvestmentAdvisor #retirement #retirementStrategy

In honor of Presidents’ Day, we thought it would be fun to reflect on some lesser-known facts about past U.S. presidents. From Abraham Lincoln’s wrestling prowess to Calvin Coolidge’s fondness for raccoons, history holds many surprises beyond the politics! Please do note that our office will be closed on Monday, February 17, in observance of the holiday, and we’ll reopen on Tuesday, February 18. If you need anything while we’re closed, don’t hesitate to reach out — we’ll respond as soon as possible upon our return.

?? Late last year the IRS announced new retirement savings limits for 2025, which could affect your financial plans. ?? Swipe through to learn more about these important changes. Are you wondering how these updates fit into your current retirement strategy? Call 816-531-2254 or schedule time to visit: https://bit.ly/3uOZAEX Advisory services offered by Sterneck Capital Management.

On National Wear Red Day (Feb. 7), we honor the fight against heart disease, a leading cause of death in the U.S. Many forms of heart disease can be prevented with awareness and lifestyle changes, but the symptoms are often misunderstood. Here's a look at some symptoms to watch for — and some that might surprise you: ??Chest Pain or Discomfort — Often felt as pressure or tightness, this is the most recognized symptom. ??Shortness of Breath — Especially during rest or mild activity, shortness of breath can be an early sign. ??Fatigue and Weakness — Unexplained tiredness, even without exertion, could signal that the heart isn't pumping effectively. ??Swelling — Swelling in the legs, ankles, or abdomen may indicate heart valve or muscle issues. ??Lightheadedness or Dizziness — Feeling dizzy or faint could be a sign of irregular heartbeats or other heart conditions. ??Pain in the Neck, Jaw, or Back — These less-obvious pains are especially common in women experiencing a heart attack. We hope this is a helpful reminder of heart disease symptoms. Feel free to share it with your network. And as always, if you have investment or financial planning questions or concerns, don’t hesitate to reach out. https://bit.ly/3uOZAEX Advisory services offered by Sterneck Capital Management.

In honor of Black History Month, we’re celebrating the powerful legacies of Black leaders who shaped the labor movement. Whether it’s historic figures like Mary McLeod Bethune and A. Philip Randolph or modern-day changemakers like Chris Smalls, these individuals have fought for justice, equality, and better lives for workers. Swipe through to learn more about these extraordinary leaders and their impact. Together, let’s honor their legacy and continue the work they started.

February is Financial Aid Awareness Month, making it the perfect time to highlight a common scenario for parents of current and future college kids. Planning for retirement and college savings simultaneously may feel daunting, but a balanced approach can help you reach both goals. ?? Explore four key strategies, designed to help families manage these essential goals ?? And as always, reach out with any financial planning questions. We’re here to help! : https://bit.ly/3uOZAEX Advisory services offered by Sterneck Capital Management.

Each year, the Internal Revenue Service adjusts tax brackets, credits, and standard deductions in response to inflation. Today, we’re sharing a comprehensive overview of the key changes coming in 2025. Swipe for more information, and feel free to save this guide for future reference. For personalized guidance, call 816-531-2254 or schedule time to visit: https://bit.ly/3uOZAEX Advisory services offered by Sterneck Capital Management.

As we enter 2025, it’s important to take proactive steps toward securing your financial future. In recognition of Financial Wellness Month, we’ve outlined several key updates and strategies that could significantly impact your financial health this year. Read on for more! Want to chat about your financial strategy for 2025? We are always here as a resource for you. Call 816-531-2254 or schedule time to visit: https://bit.ly/3uOZAEX Advisory services offered by Sterneck Capital Management.

As we reflect on the gains from 2024, there's much to anticipate for 2025 in the U.S. financial markets. The question for many is whether earnings growth will persist and how interest rates might shape the year ahead. Swipe through for more insights. And as always, reach out to our team with any questions or needs. We are always here as a resource for you. Call 816-531-2254 or schedule time to visit: https://bit.ly/3uOZAEX Advisory services offered by Sterneck Capital Management.

The terms “bull” and “bear” markets aren’t just Wall Street jargon — they represent two financial climates that can have a significant impact on your investments. Swipe through to learn the key differences and how they affect your portfolio. Curious about how these market trends align with your financial goals? For personalized guidance, call 816-531-2254 or schedule time to visit: https://bit.ly/3uOZAEX Advisory services offered by Sterneck Capital Management.