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 #MoneyGuidewithMarySterk, we discuss various strategies to assist your aging #parents with their finances - everything from bill paying to structuring #investments to #nursinghome decisions.  Listen in to help take the complexity and uncertainty out of parent care and move forward with clarity and confidence.

#caregiver #cashflow #socialsecurity #medication #healthcare #powerofattorney #hospice #medicare #medicade

Feat Mary Sterk & Kelsey Bankey

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

Ever wondered what the wise #investors already know?  In this episode of #MoneyGuidewithMarySterk, we share some wisdom of the ages surrounding #investing and #saving.

#risk #moneymarket #savingsaccount #financialplanner #timehorizon #modernportfolio #emergencyfund #downpayment #income #jobloss #workplaceretirement #401k #rothira #retirement #fiveyearclock #freemoney #taxfreemoney #conversion #pretaxira #taxes #penalty #financialadvisor #cpa #brokerageaccount #timingthemarket #compoundinterest 

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

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

When it comes right down to it, #retirementplanning follows some basic fundamental principles.  In this episode of #MoneyGuidewithMarySterk, we detail out 10 #commandments of #retirement.

#ruleofthirds #debt #tencommandments #savings #taxes #taxbracket #investments #ROTHIRA #municipalbonds #401k #cobra #healthcare #healthinsurance #medicare #income #longtermcare #alzheimers #retirementplan #socialsecurity #estateplanning #powerofattorney 

Feat Mary Sterk & Julie Chadwick

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

So you have 1 Million Dollars - but does that mean you can #retire?  In this episode of #MoneyGuidewithMarySterk, we share important strategies to make sure your million doesn’t run out too soon.

#austinpowers #retirement #montecarlosimulation #fourpercentrule #retirementplanning #sequenceofreturnsrisk #downmarket #chrysler #corvette #squaredancing #singersewingmachine 

Feat Mary Sterk & Julie Chadwick

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

Your 40s are a very important time in your financial journey, where you want to make sure your #investments are on track for your long-term goals. One important tip to keep in mind is to not let your #emotions drive your #investment decisions. While it might be tempting to jump on the latest #trend or let fear guide you during a downturn, it's important to stay level-headed and consider your long-term goals. 

#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices

Feat Karen Van De Steeg

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

Without a will, your #estate may be subject to state laws, which can result in your #assets being distributed in a way that you did not intend. A will can also help avoid ugly family disputes and potential legal issues. 

#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices

Feat Kelsey Bankey

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

Investing mistakes compound in times of #marketvolatility, and people frequently make uneducated decisions about #investment choices. #WarrenBuffet has always cautioned against investing in businesses that you don't understand. You need to understand the #risk and the reward potential. You need to understand the #fees and expenses of the investment. If you make an uneducated decision, not only can it hurt your #portfolio, but in times of uncertainty, it can hurt it more than it normally would have.

#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices

Feat Julie Chadwick

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

There are certain accounts that contribute to a person's #financial success.  In this episode of #MoneyGuidewithMarySterk, we discuss the 6 #accounts everyone should have.

#FDIC #checkingaccount #checksandbalances #bills #personalfinance #budget #emergencyfund #savingsaccount #expenses #creditcards #credit #creditscore #creditlimit #identitytheft #retirement #retirementaccount #socialsecurity #ROTHIRA #brokerageaccount #HSA #medicalexpenses 

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

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

Ever wonder what the best way to use your #HSA is?  In this episode of #MoneyGuidewithMarySterk, we cover the must-know details surrounding when and how to best use your #healthsavingsaccount.

#savingsaccount #healthinsurance #deductible #healthcare #expenses #incometax #taxcode #prescription #lasik #dentalcare #teethwhitening #braces #extraction #hearingimpaired #guidedog #serviceanimals #chiropractor #infertility #accupuncture #addictionrecovery #rehabilitation #mentalhealth #therapy #transportation #travel 

Feat Mary Sterk & Kelsey Bankey

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

By the time you’re in your 30s, many of us have started our careers, and perhaps even started families. This is also the time to think ahead and plan for the future. Here are some steps to make the most of your #investments. 

#financialplan #debt #emergencyfund #retirement #credit 
#moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #financegoals #investmentmanagement #moneyguidewithmarysterk #sterkfinancialservices

Feat Karen Van De Steeg

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

#ForbesAwardWinner #WealthManagement #EstatePlanning