Money Guide with Sterk Financial

What money really does is fund the things that we value in this life.  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey delve into what creates your money philosophy and how to align your money with what matters most. Topics include:
Work
Family
Experiences
Financial Planning
Retirement
Travel
Fishing
Charity
Students
Education
Property
Farming
Children
Golf

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

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A fire can devastate you financially.  In this episode of "Money Guide with Mary Sterk," Mary shares valuable tips on what to store and how to safeguard your records so you stay financially fire-proof. Topics include:
Risk Adjustment
Homeowners Insurance
Renters Insurance
Replacement Cost
Medical Coverage
Emotion
Documents
Marriage Certificate
Drivers License
Birth Certificate
Social Security

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

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Wild swings in the market frequently lead to the biggest mistake that people make with their #investments - they let their #emotions rule their judgment. Whatever your emotions are telling you to do, it's probably a good decision to do exactly the opposite. #fear #greed

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

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People often hear about long term market averages and wonder why their portfolio isn't producing the same results.  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey discuss ways to analyze your performance and holdings to try to boost your portfolio results. Topics include:
Overlap
Peer Group Performance
Mutual Fund
Morningstar
Asset Class
Long-Term Performance
Short-Term Performance
Investing
Ranking
Fixed Income
Fixed Expenses
Variable Expenses
Travel
Liquid Pool of Investments
Retirement
Will
Power of Attorney

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

#Oprah says, “I've learned that yes, #wealth is a tool that gives you choices, but it can't compensate for a life not fully lived, and it certainly can't create a sense of peace within you.” We love this quote because it completely aligns with our #money philosophy at Sterk Financial - that the only thing money really does is buy you choices. #oprahwinfrey

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? #Prince taught us this: Have a Will!

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? #WillieNelson taught us this: Don't Mess with the #IRS!

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

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It's back to school time and college savings is on many people's minds.  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey discuss several ways to save for college on a tax favored basis. Topics include:
529 Plan
Tax Deductions
Tuition
Beneficiaries
Allocation
Earnings
Higher Education
Education
Funding
FAFSA
Policy Loan
Cash
Life Insurance
Minimum Payments

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

#ForbesAwardWinner #WealthManagement #EstatePlanning