Money Guide with Sterk Financial

Caring for an aging parent presents loving opportunities, but also can bring difficult challenges as you transition towards handling their finances.  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey discuss various strategies to assist your aging parents with their finances - everything from bill paying to structuring investments to nursing home decisions.  Listen in to help take the complexity and uncertainty out of parent care and move forward with clarity and confidence. Topics include:
Cash Flow
Income
Expenses
Social Security
Property
Insurance
Tax Return
Annuities
Dividends
Prescription Drugs
Birth Certificate
Financial Planner
Caregiver
Hospice

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

Planning for retirement?  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey discuss four retirement expenses that might catch you by surprise.  Topics include:
Medical Copays
Health Insurance
Medicare
Long-term Care
Assisted Living
Nursing Home

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

It's Medicare Open Enrollment Time - and things just keep getting more confusing!  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey simplify many of the main points that are important to understand about the Medicare system. Topics include:
Retirement
Income
Social Security
Capital Gains
Gross Income
Employers
Caregiver
Drugs
Beneficiaries

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

What can we learn from #celebrity money mistakes? Be careful who you trust when it comes to your financial planning.  

#nicolascage #hollywood #actor #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/

#ForbesAwardWinner #WealthManagement #EstatePlanning

A successful company’s financial toolbox should contain more than your annual reports and profit forecasts. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey share six smart business strategies to enhance, protect, or transition your business.  Topics include:
Stress
Anxiety
Productivity
401k
Retirement
Emotions
Fiduciary Risk
Investments
Education
Benefits
Life Insurance
Bonus
Executive Financial Planning
Well-being
Strategic Plan
Recruiting
Corporate Portfolio
Succession Planning
Wealth
Tax-Efficient
Attorney
CPA
Contingency
Employees

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

A successful investor maximizes gain and minimizes loss.  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey discuss 6 key principles that may help you invest more successfully. Topics include:
Compounding
Mutual Fund
Returns
Wealth
Asset Allocation
Diversification
Retirement
Liquidity
Portfolio
Emergency Fund
Dollar Cost Averaging
401(k)
Nest Egg

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

Navigating the complexities of Social Security can be confusing.  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey clearly explain the basics of how Social Security works and the impact of your age on your benefits. Topics include:
ssa.gov
Benefits
Retirement
Break Even Point
Delay
Longevity
Maximization
Divorce
Widow
Survivor

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

What’s your #money philosophy? At Sterk Financial, we design holistic, personalized strategies to help increase #investments, reduce #taxes and risk, optimize portfolio allocation, and create #income streams designed to last a lifetime. Our ultimate goal is to align your overall financial picture to support the life you want to lead.
 
#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/

#ForbesAwardWinner #WealthManagement #EstatePlanning

What can we learn from #celebrity money mistakes? Have an updated will. #HeathLedger was an #AcademyAward winning #actor who failed to update an old will that was created before his daughter was born. As a result, his entire estate went to his parents and three sisters 

#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/

#ForbesAwardWinner #WealthManagement #EstatePlanning