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

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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

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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

Women are controlling more of the #wealth than ever before. You may be wondering how to turn that into personal wealth. In this episode of #MoneyGuidewithMarySterk, we share 5 Secrets of #Wealthy #Women.

#finances #moneymanagement #retirement #investing #insurance #lifeinsurance #longtermcareinsurance #carinsurance #healthinsurance #womenandmoney #womenandwealth #financialadvisor #CPA #attorney #values #givingback #children #mothers #family #spending #christmascarol #scrooge #tinytim

Feat Mary Sterk & Kelsey Bankey