Money Guide With Mary Sterk

Let’s kick your year off with a simple financial approach designed to last the year! #accountant #CPA #taxes #budget #debt #powerofattorney #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices Feat Mary Sterk Subscribe! youtube.com/@sterkfinancialservices Schedule an appointment with one of our advisors today! sterkfinancialservices.com

We all want to live in a better world. Is #impactinvesting the way to go? In this episode of #MoneyGuidewithMarySterk, we share tips and strategies so you know if impact #investing is right for you. #sociallyresponsible #quakers #methodist #esginvesting #environmental #investments #portfolio #morals #ethical #globaleconomy #energyconsumption #economy #sustainability #sdggoals #poverty #zerohunger #cleanwater #sanitation #genderequality Feat Mary Sterk & Kelsey Bankey Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

The #NewYear is a great time to overhaul your financial life for the better, and one excellent place to start is by making good financial #resolutions. In this episode of #MoneyGuidewithMarySterk," we share 7 smart #newyearsresolutions to get your 2025 off to a great start! #organization #Savings #Debt #Retirement #CreditScore #IdentityTheft #PowerofAttorney #newyearnewyou #income #debtsnowball #daveramsey #spreadsheet #coach #accountability #financialbook #dietcoke #budget #portfolio #skew #procrastination #estateplanning #assets #legaldocuments Feat Mary Sterk & Kelsey Bankey Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

The #NewYear is here and 34% of #resolutions are financial-related. But here's the thing: only 39% of people in their twenties achieve their resolutions each year. If you're over 50, only 14% achieve their resolutions. Having somebody hold you accountable does improve your success rate. Here are some financial resolutions to consider. Feat Karen Van De Steeg #creditscore #newyearsresolutions #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices Subscribe! youtube.com/@sterkfinancialservices Schedule an appointment with one of our advisors today! sterkfinancialservices.com

It's time to jump-start 2025! In this episode of #MoneyGuidewithMarySterk, we share smart #resolutions for you to think about the year ahead and improve yourself from a financial standpoint. #newyear2025 #newyearsresolution #CreditScore #EmergencyFund #Savings #Beneficiaries #PerStirpes #Will #TestamentaryTrust #PowerofAttorney Feat Mary Sterk & Julie Chadwick Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

We’re here to give you some #Holiday #spending tips. And who do we tend to overspend on? Our kids and grandkids! Feat Mary Sterk #holidayshopping #budget #shopping #impulsebuying #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices Subscribe! youtube.com/@sterkfinancialservices Schedule an appointment with one of our advisors today! sterkfinancialservices.com

If you go #holiday #shopping without a plan, you're going to risk #spending too much. Having a plan is a key piece of relieving holiday #stress. Feat Karen Van De Steeg #holidayshopping #holidays #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices Subscribe! youtube.com/@sterkfinancialservices Schedule an appointment with one of our advisors today! sterkfinancialservices.com

#Investors often make their worst mistakes during uncertain times. Here are five key principles for investing in an election year. Feat Jordan Ireland #ElectionYear #InvestingTips #politics #economy #market #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices Subscribe! youtube.com/@sterkfinancialservices Schedule an appointment with one of our advisors today! sterkfinancialservices.com

According to #USNews, the S&P 500 has not declined during a #presidential re-election year since 1952 and has averaged a 12.2% annual gain in re-election years. These studies also show there is negligible difference in the #market between which party wins. Feat Kelsey Bankey #ElectionYear #InvestingTips #politics #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices Subscribe! youtube.com/@sterkfinancialservices Schedule an appointment with one of our advisors today! sterkfinancialservices.com

Understanding all aspects of your #financial life is crucial to becoming confident about #money. But often, we’re too embarrassed or uncomfortable to talk about money openly. In this episode of #MoneyGuidewithMarySterk, we shed light on the top 10 most embarrassing money topics - and how to start communicating about them. #taboo #spending #keepingupwiththejoneses #debt #redflag #creditcards #401k #spendinghabits #cashflow #debtsnowball #loan #death #personalfinance #politics #creditscore #studentloans #highereducation #savings #emergencyfund #retirement Feat. Mary Sterk & Julie Chadwick Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

What is that old stuff worth? In this episode of #MoneyGuidewithMarySterk, we share some fun #financial lessons learned from the popular TV show #AmericanPickers. #roadtrip #retirement #collections #memories #collectors #antiques #emotions #supplementalincome #antiquing #selling #inventory #buying #profit #networking #toys #keepsakes #valuables #thriftstore Feat. Mary Sterk & Kelsey Bankey Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

There are lots of Rules Of Thumb - but which ones make sense for you? In this episode of #MoneyGuidewithMarySterk, we share some #Retirement Rules of Thumb worth paying attention to! #retirementplanning #savings #risk #socialsecurity #probability #inflation #ruleof72 #interestrates #lifeinsurance #salary #benefits Feat Mary Sterk & Julie Chadwick Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

If you could achieve all of your financial dreams just by snapping your fingers and saving a few dollars, life would be very simple! But since things are a bit more complex, you may need a #financialplanner to help guide you along the way. In this episode of #MoneyGuidewithMarySterk, we share the most common times people need the services of a planner and how that can benefit you. #401k #investments #severance #married #wedding #socialsecurity #divorce #assets #retirement #sequenceofreturns #visionboard #goals #legacy #will #powerofattorney #medical #charitable Feat. Mary Sterk & Julie Chadwick Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

When you love someone that has a #brain disease, you may find yourself in a #caregiver role both for #health and #finance. In this episode of #MoneyGuidewithMarySterk, we share ways to spot the need to offer assistance and what you can do to help with the #finances. #braindisease #braindisorders #memoryloss #cashflow #bills #budget #income #expenses #socialsecurity #doctors #prescriptions #benfits #pension #mood #mooddisorder #suspicion #assets #estateplanning #aging Feat. Mary Sterk & Kelsey Bankey Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

So you think you have your retirement #budget all planned out...Think again! In this episode of #MoneyGuidewithMarySterk, we share some surprising #retirement #expenses that you might not know about. #socialsecurity #medicare #IRA #RMD #charity #401k #taxes #healthcare #longtermcare Feat. Mary Sterk & Julie Chadwick Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

You have heard the story a dozen times - former #lottery winner now is dead broke. Why does this happen? There are some reasons that seem to repeat themselves, and some strategies that you can use to avoid having this happen. If you have inherited money, won the lottery, or simply have some type of windfall money, this episode is for you! Listen in to this episode of #MoneyGuidewithMarySterk as we share common reasons why this occurs and how to prevent the loss of your #windfall #money! #taxes #attorney #CPA #gifts #family #propertytaxes #inheritance #charity #ruleofthirds #retirement #debt Feat Mary Sterk & Kelsey Bankey Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

Long-Term Care #Insurance can be both confusing and costly. In this episode of #MoneyGuidewithMarySterk, we will eliminate the complexity. Listen as we explain in simple terms how typical policies work, and how to compare pros and cons of different types of #coverage. #longtermcare #assets #hybrid #budget #moneymanagement #bills #beneficiary #benefits #indemnity #nursinghome #grandparents #moneyinaminute #forbes #financialplanner #investing #wealthmanagement #estateplanning #financialadvisor #retirementplanning #sterkfinancialservices Feat Mary Sterk & Kelsey Bankey Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

Divorce is difficult - emotionally and financially. In this episode of #MoneyGuidewithMarySterk, we will educate you about important factors to consider as you move through your #divorce towards a brighter future. #attorney #CPA #assets #credit #creditreport #cashflow #budget #alimony #taxes #IRA #rothira #qdro #401k Feat Mary Sterk & Kelsey Bankey Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

In the first 10 years of retirement, retirees are most vulnerable to #market risks, due to their high need for income and a loss of regular income from their careers. #Inflation, unexpected expenses and #healthcare costs can also contribute to these #risks. Another is the #SequenceofReturns Risk. #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices Feat. Kelsey Bankey Subscribe! youtube.com/@sterkfinancialservices Schedule an appointment with one of our advisors today! sterkfinancialservices.com

Staying #organized and on top of your #financial records is no easy feat while you are alive. Imagine how hard it would be for your loved ones to fully grasp your financial picture when you can no longer handle it yourself! The Family Estate Organizer™ represents one, simplified, and organized place for you and your family to always know where all of your important #documents are. In this episode of #MoneyGuidewithMarySterk, we discuss how The Family Estate Organizer can help you, your family, and your #estateplanning. #bankaccount #safetydeposit #RothIRA #beneficiary #assets #investments #income #taxes #mutualfunds #stocks #pension #socialsecurity #insurance #powerofattorney #lifeinsurance #funeral #obituary #legaldocuments #property #realestate #debt #incometax #passwords Feat Mary Sterk & Kelsey Bankey