Money Guide with Sterk Financial

#BritneySpears was very young when she hit fame and created a large amount of fortune. She had some very public meltdowns early on and her Father became the custodian of her money.  Her long running battle to reclaim financial control spurred the fans group called “The #FreeBritney Movement.” Britney successfully petitioned the court to end the #conservatorship and took back control of her own money at age 39.

#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservices

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Did you know you can reduce your taxes by making a QCD right out of your IRA?  A QCD, also known as a Qualified Charitable Distribution, can be a great way to strategically reduce your tax bill.  But there are nuances and rules surrounding it that are important to understand.  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share some tips to help you maximize your QCD opportunity. Topics include:
Required Minimum Distribution
Charity
Tax Return
CPA
Beneficiary
501(c)(3)
Donor Advised Fund
Lump Sum Distribution
Tax Bracket
Mortgage Interest
Investments
Audit
ROTH IRA
Deductions
Itemizing

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

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Valentine's Day is right around the corner and love is in the air! In this episode of "Money Guide with Mary Sterk", we talk about how you can show your love by making sure that your financial ducks are in a row so that your loved ones are all taken care of. Topics include:
Life Insurance
Bills
Debt
Mortality Table
Benefits
Estate Planning
Will
Financial Power of Attorney
Healthcare Power of Attorney
Burial Plan
Funeral Expenses
Burial Trust
Legacy
Death
Marriage
Divorce
Beneficiary
Aging Parents

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

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How do you know if your #investments are any good?  Here’s the thing: #money doesn’t come with instructions. Creating and maintaining a strong #portfolio takes a lot of research and review. That’s why we developed our disciplined investment methodology.  

#holdings #wealth #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservices

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

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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.

#creditscore #newyearsresolutions
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Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

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#Oprah says when she's buying things, she asks herself this: “Do my things promote joy, beauty, and usefulness or are they just burdensome? I have decided to keep only that which delights me or enhances my well-being.”  Do you own your stuff or does your stuff own you?

#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservices

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

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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 #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservices

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

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It's time to jump-start 2024!  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share smart resolutions for you to think about the year ahead and improve yourself from a financial standpoint.  Topics include:
Credit Score
Emergency Fund
Savings
Beneficiaries
Per Stirpes
Will
Testamentary Trust
Power of Attorney

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

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What can we learn from #celebrity #money mistakes? Finish your #estateplanning. #JackieO has an eternal legacy of style. Unfortunately, her style was better than her estate planning #jackieonassis #jackiekennedy #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

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#Investing mistakes can get magnified in times of #marketvolatility, and one major mistake people make is trying to time the #market. Sometimes you have to just remember that the slow and steady method of investing is historically what wins. It's not timing the market. It's time IN the market. 

#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #rothira #taxes #beneficiary #debt #financegoals #investmentmanagement #financialplanning #financialadvice #moneyguidewithmarysterk #sterkfinancialservices

Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/

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