AdviceStrategy Library

Strategy Library

Sterling generates advice across 101 topics. Every one is analyzed against the household's facts each time you generate a plan, and each produces its own card — an opportunity, a list of facts to confirm, or a documented reason it does not apply.

This catalogue is generated

Every entry comes from the advice topic itself, so these pages always match what the platform actually runs.

A topic can belong to more than one category — a Roth conversion is both a tax and an estate decision — so the counts below add up to more than the total.

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