Money Guide with Sterk Financial

Managing your investment portfolio has a lot of moving pieces.  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey discuss key pieces of strong portfolio management and share strategies to avoid common pitfalls that investors commonly make. Topics include:
Risk Tolerance Level
Morningstar
Motley Fool
Stock Picks
Research Strategy
Unbiased Data
Mutual Funds
Asset Class
Real Estate
Oil Companies
Correlation
Market Volatility
Buy & Sell Criteria
Sell in May and Go Away Strategy

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

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Drowning in debt?  Or perhaps you just want to get a better handle on how to manage the debt you have.  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey present simple strategies to manage your debt in effective ways.  Topics include:
Home Equity
Student Loans
Dave Ramsey
Debt Snowball
Interest Rate
Excel Spreadsheets
APR
Retirement
Credit Card
401(k)
Retirement
Credit Report

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

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Life happens.  Job layoffs, sickness, divorce… unexpected events can pop up and derail your financial life.  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey dive into four common life events,  sharing strategies to cope with the challenge and help you land on your feet.  Topics include:
Budget
Income
Expenses
Job Loss
Car Accident
Disability
Caregiver
Dimentia
Alzeiher's
Illness
Parent Care
Hospice
Unemployment
Emergency Money
Collaborative Divorce
Child Support
Alimony
Death

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

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Graduates have a lot of financial things coming at them. High school grads are contemplating how to pay for college, moving out on their own and getting their first real job. College grads today are often faced with large debt loads and poor credit. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey educate you on how to start the next phase of life on the right financial foot - including emergency fund basics, smart budgeting, credit building, and handling student loans. Topics include:
Windfall Money
The Rule of Thirds
Debt
Savings
ROTH IRA
Interest Rates
Debt Snowball
Car Repair
Home Improvement
Medical Emergency
Taxes
Deductions
Exemptions
Education

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

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Losing your spouse is a devastating emotional blow.  It also comes with a unique set of financial issues.  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey shine a light on the top five financial issues to focus on if you have lost your beloved partner. Topics include:
Unexpected Illness
Pension
Loss
Trauma
Emotions
Mortgage
Moving
Property
Investments
Taxes
CPA
Benefits
Pension
Social Security
Assets
Caregiver
Widow
Grief
Estate Plan
Support Group
Liquidity
Insurance Policies
Cash Flow
Funeral Arrangements
Memorial Services
Beneficiaries
Safe Deposit Box
Passwords
Eulogy
Pallbearers
Bills
Will
Attorney
Legal Documents
Financial Planner

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

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A good financial plan has a lot of  moving parts.  How do you know what should be included?  In this episode of "Money Guide with Mary Sterk," Mary  draws on her life experience and financial expertise with Sterk Financial Advisor Kelsey Bankey to guide you through the components of a strong plan - one that connects the money you have with the life you want to lead. Topics include:
Retirement
Fiduciary
Net Worth
Asset Allocation
College
Survivorship
Estate Planning
Will
Trust
Investments
Market
Documents
Bank Statements
Life Insurance
Deductible
Risk Management
Social Security
Pay Stubs
Aging Parents

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

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Spring is upon us! It's a fresh start, and many people like to freshen their finances! In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey share tips to Spring Clean Your Finances. Topics include:
Checks
Statements
Shredding
Documents
Tax Returns
Records
Paperless Billing
Withholding
Tax Refund
Tax-free loan
Home Inventory
Car Insurance
Debt
Cable
Amazon Prime
Storage
Risk Tolerance Level
Asset Allocation
Portfolio
Retirement Savings
Consolidating Accounts

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

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Ever wanted to super-charge your tax deductions for charitable giving? In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey share strategies to create massive current-year tax deductions using Donor-Advised Funds.  Topics include:
Charity
Stocks
Real Estate
Assets
Liability
Business
Gifts
Tax Management
Family Values
Brokerage Account
Highly-Appreciated
Retirement
Inheritance
Scholarship Fund

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

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Don’t pay a dollar more taxes than you have to! Sure - this is good advice, but it can be complicated to find every deduction and credit you can take. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey share a few mid-year tax hacks to help keep more of your money in your own pocket. Topics include:
Medical Expenses
Mileage
Charity
Fundraising
Donations
Income Tax
Itemizing
Personal Property
Job Expenses
Retirement
Travel
Moving Expenses
Children
Grandchildren
Interest
Education
Asset Allocation

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

#ForbesAwardWinner #WealthManagement #EstatePlanning