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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...

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...

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...

March is Irish Heritage Month, but did you know it's also Asset Management Awareness Month? In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey share key strategies you should be aware of when...

Emotions play a very powerful role in our decision-making, but investment decisions based in logic tend to have a better outcome. In this episode of "Money Guide with Mary Sterk", Mary & Sterk Financial Advisor Kelsey Bankey explain...

Can you lay your hands easily on your birth certificate? That is a perfect test for how organized you really are! In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey share tips about what...

The primary goal of estate planning is to protect and preserve your family, not your assets. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share how a Family Love Letter can help you do...

The biggest threat to your portfolio is unbridled emotion. Listen to this episode of "Money Guide with Mary Sterk" as Mary & Sterk Financial Advisor Kelsey Bankey explain how to gain a strong understanding of the most important...

Divorce is difficult - emotionally and financially. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey will educate you about important factors to consider as you move through your divorce...

Your 401(k) might become one of your biggest financial assets. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey learn simple guidelines and tools to help maximize the power of your 401(k)....

The New Year is a great time to overhaul your financial life for the better, and one excellent place to start is by making good financial resolutions. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor...

The SECURE Act 2.0 will affect most people at some point in their life. In this episode of "Money Guide with Mary Sterk," Mary explains the new law with some preliminary information to help you understand what you need to know at this...

It's time to jump-start 2023! 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...

When your company closes its doors, it can be quite traumatic for everyone. In this episode of "Money Guide with Mary Sterk," Mary shares the top 5 must-know tips if you are the one locked out in the cold! Topics include:Income Gap...

You still have time to capture some timely end-of-the-year tax deductions. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey share some wisdom surrounding end-of-year tax strategy. Topics...

As the end of the year approaches, you may want to take stock to see if there are any strategic tax strategies you need to implement by year's end. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey...

You may be scared to retire during a recession – but it IS possible. If you make the decision to retire, go into it with eyes wide open. In this episode of "Money Guide with Mary Sterk," Mary gives seven tips to consider to...

All too often, holiday stress tends to dominate our holiday experience. Without a doubt, this time of year challenges us with unique expenses. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie...

While holidays bring cheer, they also challenge us with a unique layer of financial stress. In this episode of "Money Guide with Mary Sterk," Mary shares time-tested strategies to reduce your financial stress and enjoy your holidays...

There's still time to capture some tax deductions this year. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share some tips and strategies surrounding end-of-year tax planning. Topics...

At the end of the day, it's not how much you earn, it's how much you KEEP of what you earned. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey share ways to keep more with a concept called...

Many of our clients give to charitable organizations - both for personal satisfaction and for the tax deductions. In this episode of "Money Guide with Mary Sterk", Mary shares ways to create positive impact on the world and on your tax...

Losing a spouse is a heartbreaking time, but did you know it also comes with significant financial changes that are often unexpected?  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick...

Planning for retirement has a lot of moving parts. Many people wonder if they have thought of the potential pitfalls that can derail a retirement. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey...

How do the wealthy invest during market downturns? They know there can be wonderful opportunities if you have the right frame of mind, the right information and the right emotional capability to take advantage of them.  In this...

Recession talk is on everybody’s mind. When people get emotional and nervous about investing, they start to make mistakes. In this episode of “Money Guide with Mary Sterk,” Mary shares tips to help you understand...

Once the big 5-0 has rolled around, investing can take on a whole new perspective.  So what should you be doing when investing in your 50s?  In this episode of "Money Guide with Mary Sterk," Mary shares practical tips and...

Got a pension that is offering you a lump sum buyout option? Comparing the choices can be confusing. In this episode of "Money Guide with Mary Sterk," Mary and Sterk Financial Advisor Kelsey Bankey share top tips to help you understand...

Some people retire together, and some stagger their dates.  Is there a best way?  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Planner Julie Chadwick explore the pros and cons of separate...

So you want to retire rich?  If so, listen in to this episode of "Money Guide with Mary Sterk" as Mary shares financial tips from some of the world's wealthiest women.  Topics include:J.K. RowlingNaomi JuddHeidi KlumGeorgina...

Have a $500K+ portfolio?  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey share some Must-Know Tips that you won't want to miss!  Topics include:Qualified & Non-qualified MoneyCapital...

Retirement right around the corner? In this episode of "Money Guide with Mary Sterk," Mary shares seven key strategies that you should put into action during the decade before you retire:1. Save as much as possible2. Pay down debt3....

In this episode of "Money Guide with Mary Sterk," Mary talks about why inflation is such a big deal, what to know about stagflation, and how you might control or adjust your own consumer spending.Topics include:InflationMarket...

In this episode of "Money Guide with Mary Sterk," Mary shares strategies to overcome bad decision-making during down markets, as well as time-tested ways to invest when markets are volatile. Topics include:Market VolatilityEmotional...

Many of our clients give to charitable organizations - both for personal satisfaction and for the tax deductions. In tis episode Mary Sterk shares ways to create positive impact on the world and on your tax return with your giving.

Women face a unique set of challenges when it comes to investment and retirement planning. In this episode Mary Sterk breaks down some critical issues and how to wrap solutions around them.

Ever wondered when you should be doing certain things to help plan your retirement? In this episode Mary Sterk breaks down key strategies and when to deploy them leading up to your retirement date. Money Guide with Mary Sterk .

There is a lot to know when it comes to investing. In this episode Mary Sterk dives into some key investing concepts to help educate you on your path to portfolio management.

Skittish about the current markets? Inflation and political concerns creating anxiety? In this episode Mary Sterk shares 7 tips for those who are nervous about today's markets. Money Guide with Mary Sterk · 7 Tips If You Are...

The pandemic gave people time to really think about what matters most. For many, that means less time working. In this episode Mary Sterk discusses The Great Resignation that may be upon us, and how that can shift your career and...

It's easy to say you need to have good asset allocation - but what does that really mean? In this episode Mary Sterk dives into a deeper understanding about allocating assets in a way that really resonates with your own personal...

Recent headlines have been talking about runaway inflation - but should it really strike fear into your heart? In this episode Mary Sterk dives into how inflation affects your own pocketbook and how to cut thru the headlines to...

If you’re not confident that your retirement plan is on track to deliver the lifestyle you want amid historic levels of uncertainty, you’re in the right place. In this episode Mary Sterk shares strategies to build...

It's that time of year - spring is busting out all over! People are cleaning out their flower beds, their garages… and their finances! In this episode Mary Sterk shares some valuable spring cleaning tips when it comes to your...

Ever wonder what money moves to make before you turn 65? In this episode Mary Sterk shares 4 strategies that are key to put in place before your 65th birthday! Money Guide with Mary Sterk · MG041021FinalMaster Subscribe To Our...

So many celebrities have made big money mistakes. How can you avoid them? In this episode Mary Sterk shares strategies to help avoid making the same mistakes that cost the celebrities millions! Money Guide with Mary Sterk · Avoid...

A great retirement is about more than just the money - its about your whole life. In this episode Mary Sterk shares 3 key pillars that can contribute to a retirement worth living. Money Guide with Mary Sterk · 3 Pillars of...

Feeling concern about high markets? You are not alone! Many investors begin to feel uncomfortable as markets climb, wondering how long it can last. In this episode Mary Sterk shares strategies and tips for investing while markets are...

Wondering how the proposed Biden tax changes may affect you and your pocketbook? In this episode Mary Sterk discusses some of the provisions and how they may impact you, your family, and your money. Money Guide with Mary Sterk ·...

This year has been a doozy! But if you really look at things, this is the best time to ever have been alive. In this episode, Mary Sterk breaks down key areas that have improved over time and how they relate to your retirement planning...

The end of the year is rapidly approaching - what can you do to lessen your tax bill for 2020? In this episode Mary Sterk shares tax tips that may hep reduce your taxes if implemented before the end of 2020. Money Guide with Mary...

What impact do you want to make on the world when you are gone? Will part of your legacy be financial? In this episode Mary Sterk dives into strategies surrounding the question - What will your legacy be? Money Guide with Mary Sterk...

When there is uncertainty in the world, emotions tend to drive investing decisions. That could cost you a lot in the long run. In this episode Mary Sterk shares strategies to manage your emotions and your portfolio during times of...

Investing your portfolio is a delicate dance - and extreme views can potentially trip you up. In this episode Mary Sterk shares some extreme investing views and how to avoid them. https://soundcloud...

Who wants to be a millionaire? And if you are, will that get you through a comfortable retirement? In this episode Mary Sterk shares tips and strategies to help make a million dollar portfolio last in retirement. Money Guide with Mary...

Concerned about big losses if the market goes down? In this episode Mary Sterk shares ways to potentially reduce the risk in your portfolio to smooth out the effects of wild market volatility. Money Guide with Mary Sterk · Reducing the ...

IRA's can be confusing for people - what type should I use? How much can I put in? How are they taxed? In tis episode Mary Sterk sheds light on the top 10 things to know about IRA's. Subscribe To Our Podcast Here – iTunes

What should you do with your old 401(k) plans? And how should you be setting up your current ones? In this episode Mary Sterk delves into the options, pros and cons surrounding your 401(k). Money Guide with Mary Sterk · What To...

Financial independence is important to women. And for those women looking to build wealth, having the right mindset and investing skills is key. In this episode Mary Sterk shares 5 important things every woman should know about...

The presidential election is right around the corner, and this time seems different. In this episode Mary Sterk looks at the markets during past elections and shares key things to consider about managing your portfolio through the...

Retirement right around the corner? In this episode Mary Sterk shares seven key strategies that you should put into action during the decade before you retire. Subscribe To Our Podcast Here – iTunes

Passing down the family farm can be full of difficult decisions. What is fair is not always equal, and what is equal is not always fair. In this episode Mary Sterk sheds light on some ways to effectively pass down the family farm to...

The Covid-19 crisis has made many of us rethink our own mortality -and thus our estate plans. In this episode Mary Sterk shares important tips regarding setting up your estate and financial planing to make sure you leave what you want...

Sick of the news? It seems every time you turn around there is another negative headline. It's enough to make any investor shake in their boots! In this episode Mary Sterk shares a historical perspective of the markets to help guide...

Losing a job is one of the most stressful experiences a person can go through. Unfortunately there are many victims of job reductions due to the pandemic. In this episode Mary Sterk shares the top 5 must know financial tips if you have...

There is a lot of chatter in the financial industry right now about negative interest rates. But what are they and how do they affect YOU? In this episode Mary Sterk breaks down what negative interest rates are, and how it can directly...

We have all learned many life lessons during the Covid-19 pandemic. But what has it taught us specific to retirement? In this episode Mary Sterk breaks down some key points that affect people approaching retirement that became very...

When things are great we tend to think that nothing can stop us. When they are bad, we fear catastrophic failure. In this episode Mary Sterk takes you through the emotions and investor feels during a typical market cycle, and how you...

Claiming your Social Security is an action most Americans have to take, yet there are over 500 different possible combinations of benefits you can choose from. In this episode Mary Sterk breaks down the main points of social security...

The market has rebounded from it's Covid-19 lows. So what should you be doing now with your portfolio? In this episode Mary Sterk shares strategies that focus on the opportunities within this market rebound. Subscribe To Our Podcast...

Markets go up and markets go down. In this episode Mary Sterk breaks down the major events and how the markets reacted over the last 9 decades. Money Guide with Mary Sterk · 9 Decades Of Bulls & Bears - Episode #06-06-20...

Once the big 5-0 has rolled around, investing can take on a whole new perspective. So what should you be doing when investing in your 50's? In this episode Mary Sterk shares practical tips and actionable strategies to maximize your...

There are a lot of headlines right now about consumer spending being down. But what does that mean to your portfolio and the market as a whole? In this episode Mary Sterk shares connections between the markets and how yo spend your...

There is a lot of chatter in the media about the stock markets being disconnected from the reality of the current Covid-19 economy. In this episode Mary Sterk shares some key insights about how markets and recessions interconnect....

So you have planned for a good retirement, and then BOOM. Something catches you off guard that you didn’t financially plan for. In this episode Mary Sterk shares some ticking time bombs that can destroy your retirement - and how...

With the downturn in the market the first quarter of 2020, and the passing of the CARES act - its time to revisit the concept of Roth conversions. In this episode Mary Sterk shares the rules, the strategy and what to consider to...

Wondering if your retirement plans have been derailed because of the Covid-19 crisis? In this episode Mary Sterk discusses what has changed, what remains the same, and how to plan for retirement amidst the uncertainty of today....

Afraid taxes will take a big bite out of your retirement money? In this episode Mary Sterk shares some very important tax challenges that faces retirees, and how to put strategies in place to potentially keep more in Subscribe To Our...

The Care Act, passed on March 27 2020, contained a multitude of provisions to help stimulate the economy. In this episode Mary Sterk explains 10 provisions that directly affect you and your pocketbook! Subscribe To Our Podcast Here...

Opportunities abound inside of volatile markets - if you know where to look for them. In this episode, Mary Sterk shares a number of strategies you can use to take advantage of the current markets, leverage taxes, and take full...

The recent volatility in the market has many investors feeling nervous about their investment portfolio. In this episode Mary Sterk reviews what has transpired in the recent market downturn, and what to keep in mind as you navigate...

Money doesn’t come with instructions, and sometimes it's difficult to find balance in your relationship with it. In this episode Mary Sterk shares strategies to find tha elusive balance to help build your financial confidence....

Emotions can take a heavy toll on investment returns. In this episode Mary Sterk dives into what mistakes to avoid and how to stay on track with your investing In times of uncertainty. Click here to request our budget tool. Subscribe...

Many people are afraid that a pandemic like the Coronavirus will devastate the markets. In this episode Mary Sterk shares insights on past health scares and how they have affected broad markets over time. Subscribe To Our Podcast Here...

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Do you have habits that are sabotaging your financial success? In this episode Mary Sterk digs into some horrible money habits and how to recover from them! Subscribe To Our Podcast Here – iTunes

The Secure Act brought sweeping changes into the Retirement Planning arena. But how does it affect YOU? In this episode,Mary Sterk shares the changes that are most impactful, and how to understand the personal effect to your own...

Did you know that employee financial stress is costing your business mega dollars in lost productivity? In this episode Mary Sterk sheds some light on the true cost of this issue, and creative solutions to boost productivity by easing...

Ever wondered what questions everyone else is asking about money? In this episode Mary Sterk dives into the most common googled financial questions - and provides some great answers! Subscribe To Our Podcast Here – iTunes

Grandparents have so much wisdom to offer - including financial advice. The lessons they have learned from a lifetime of handling money are valuable to us all. In this episode Mary Sterk shares sound financial advice that you can share...

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...

Socially responsible investing is an investment strategy that has been gaining recognition and traction in recent years. With news of shady and illegal investment deals becoming common, some investors have begun to insist that the...

Have you heard about The Fragile Decade - the one that could blow up your whole retirement plan? In this episode Mary Sterk explores the concept of the fragile decade and how to try to mitigate the risks associated with it so you can...

Can you lay your hands easily on your birth certificate? That is a perfect test for how organized you really are! In this episode Mary Sterk shares tips about what financial information to focus on organizing. Call 605-217-3555 to...

What a bummer- Medicare costs are going up! In this episode Mary Sterk shares what to expect from the recent Medicare cost hikes and how they can impact your retirement budget. Subscribe To Our Podcast Here – iTunes

All too often, holiday stress tends to dominate our holiday experience. Without a doubt this time of year challenges us with unique expenses. In this episode Mary Sterk shares time tested strategies to reduce your financial stress and...

All too often, holiday stress tends to dominate our holiday experience. Without a doubt this time of year challenges us with unique expenses. In this episode Mary Sterk shares time tested strategies to reduce your financial stress and...

Small daily habits can contribute to your financial success. In this episode Mary Sterk discusses several micro habits that can boost your financial life in a positive way! Subscribe To Our Podcast Here – iTunes

If you want to retire like the rich do, you have to learn some of the basic money lessons the rich know and practice. In this episode Mary Sterk shares strategies designed to create the financial retirement success you desire!...

There is still time to capture some tax deductions this year. In this episode Mary Sterk shares some tips and strategies surrounding end of year tax planning.

Talking to your aging parents about their finances can be a rough conversation - full of hidden pitfalls and awkward pauses. But it doesn't have to be. In this episode Mary Sterk shares valuable tips on how to make talking to your...

Many people wonder if taking a 401(k) loan is a smart move. In this episode Mary Sterk discusses pros and cons of 401(k loans to help you make a strong decision. Subscribe To Our Podcast Here – iTunes

Adjusting to life financially after a divorce can be a complex and very emotional journey. In this episode Mary Sterk guides you through some tips and strategies to make that post divorce financial journey just a little bit easier.

Are you ready for retirement? Not if you haven't already addressed these 5 things! In this episode Mary Sterk discusses the 5 biggest mistakes people make in retirement - and how to avoid them! Subscribe To Our Podcast Here – iTunes

Do you really need life insurance? In this episode Mary Sterk sheds light on the life insurance arena to help you decide if you really need some. Subscribe To Our Podcast Here – iTunes

Losing a spouse is a heartbreaking time, but did you know it also comes with significant financial changes that are often unexpected? In this episode Mary Sterk shares what to expect financially when your spouse passes away.

At the end of the day it'snot how much you earn, it's how much you KEEP of what you earned. In this episode Mary Sterk shares ways to keep more with a concept called tax sensitive allocation. Subscribe To Our Podcast Here – iTunes

Don't want your family fighting after you are gone? In this episode Mary Sterk shares the top 3 estate planning Must Do's to prevent your estate planning from turning into a horror story! Subscribe To Our Podcast Here – iTunes

What do women need to know to maximize their financial opportunities? In this episode, Mary Sterk discusses What Smart Women Need To Know About Money. Subscribe To Our Podcast Here – iTunes

What do the wealthy know about retirement that you don’t? In this episode Mary Sterk shares key strategies that the wealth use during retirement that might help you create financial success! Subscribe To Our Podcast Here –...

Don't want to lose your life savings to the nursing home? In this episode Mary Sterk shares ways to effectively plan for long term care without sacrificing all of your heard earned assets! Click here to request your Long Term Care...

Many people are confused about the best way and the best time to begin taking their social security check. In this episode Mary Sterk discusses ways to maximize your own personal social security. Click here to request your Social...

Back to school equals time to save for college! In this episode Mary Sterk discusses several ways to save for college on a tax favored basis. Click here to request your Tax-Advantaged Ways to Save For College brochure. Subscribe To Our...

Roth IRA's can be a fantastic tool for retirement - if you follow the rules! In this episode Mary Sterk shares the Rules Of The Roth. Click here to schedule your Roth IRA Investment Quality Review. Subscribe To Our Podcast Here –...

Money issues can create complications in even the strongest of marriages. In this episode Mary Sterk discusses items that can create discord, and how to overcome marriage & money. Click here to schedule your Value Assessment Meeting....

What might become your biggest retirement asset? Your 401(k)! In this episode Mary Sterk shares some tips to help maximize the power of your 401(k). Click here to get for a 401k Rollover Strategy. Subscribe To Our Podcast Here –...

Managing your portfolio has a lot of moving pieces. Whether you are a do-it-yourself-er or just want to go beyond the basics it's important to learn about investing at a higher level. In this episode Mary Sterk discusses strategies of...

The sad truth is that there are some unique retirement planning challenges that women face. In this episode Mary Sterk sheds light on the issues and solutions to help you make the most of your retirement. Click here to request a copy...

When you have a special needs situation there are some unique financial planning methods available to you. In this episode, Mary Sterk dives into effective planning tools for the special needs people that you love. Click here to...

We keep our "stuff" in so many places - in files, in a safe, on-line, or at the bank safety deposit box. How can you keep them all straight? In this episode Mary Sterk shares ways to keep yourself organized with a Personal Document...

Ever wished you had answers to your financial questions? In this episode Mary Sterk shares some of the most commonly asked questions …and the answers you have been dying to know! Subscribe To Our Podcast Here – iTunes

In today's busy world there are SO many numbers to keep track of! In this episode Mary Sterk shares key financial numbers that are important to YOU! Click here to schedule your free value assessment meeting. Subscribe To Our Podcast...

Investing has a lot of moving parts - and it is easy to make mistake's that can have big consequences. In this episode Mary Sterk discusses some common investor mistakes and shares tactics invest like a pro! Click here to schedule your...

Many people facing retirement are confused about health insurance options, Social Security choices, and how to invest their retirement accounts. In this episode Mary Sterk discusses these issues and highlights strategies to help...

Mother's Day gives us a chance to celebrate our moms and consider the fine financial lessons they have taught us. In this episode Mary Sterk shares some of the ways finances have changed over the years and how our mother's influence...

Cleaning your home and yard is a time-honored tradition as spring begins to bloom. But have you ever thought to spring-clean your finances? In this episode Mary Sterk shares nuggest of wisdom to help spot potential opportunities to...

Most investments have some type of fee. In this episode Mary Sterk de-mystifies how investment fees work so you can understand how to make your money work for you. Subscribe to Our Podcast here - iTunes

What do you want for your wealth? In this episode Mary Sterk discusses ways to plan, protect and grow your money. Subscribe To Our Podcast Here – iTunes

How should you invest a large amount of money? In this episode Mary Sterk shares investing strategies for serious money. Subscribe To Our Podcast Here – iTunes

Sometimes disaster strikes, and it can leave us reeling and in search of answers. In this episode Mary Sterk explores several major types of financial disasters - along with how to prepare for and cope with them. Subscribe To Our...

Have you ever worried about your money not lasting during retirement? In this episode Mary Sterk shares strategies to make your money last and retire smart! Click here to schedule your free Value Assessment Meeting. Subscribe To Our...

Getting and staying organized isn't easy! In this episode Mary Sterk shares some Marie Kondo - like tips to help you decluter your financial life! Click here to schedule an appointment for your free financial inventory tracker....

Have you ever wondered what the rich people know about money that you don't? In this episode Mary Sterk shines some light on tips to build and maintain wealth. Click here to schedule your free portfolio analysis. Subscribe To Our...

Some people retire together, and some tagger their dates. Is there a best way? In this episode Mary Sterk explores the pros and cons of separate retirement dates. Click here to schedule your free value assessment meeting. Subscribe To...

When your company closes it's doors it can be quite traumatic for everyone. In this episode Mary Sterk shares the top 5 must know tips if you are the one locked out in the cold! Click here to schedule an appointment with us to discuss...

There is a lot more to retirement than money, but the more you have, the more confident you will be! In this episode Mary Sterk shares proven strategies to handle money during retirement. Connect with us to do an account consolidation...

As Sterk Financial Services celebrates is 15 year anniversary, we pause to consider how to make the next 15 years even better. In this episode Mary Sterk shares tips to make the next 15 the best 15. Click here to request a free copy of...

What is Lifestyle Financial Planning? In this episode Mary Sterk shares the meaning of this type of planning and how it can benefit you. Click here to schedule your Free Value Assessment Meeting. Subscribe To Our Podcast Here – iTunes

Understanding how the government budgets can give you insight into your own! In this episode Mary Sterk shares insight about the government budgeting process, the shutdown, and how that relates to YOU. Click here to request your...

Planning for retirement can be complex. In this episode Mary Sterk sheds light on some pitfalls that might block your path towards a comfortable retirement. Click here to request your copy of the Strategic Retirement Budget Tool....

So you want to retire rich? If so listen in as Mary Sterk shares financial tips from some of the worlds wealthiest women. Click here to schedule your Discounted Bucket Plan now - valued at $1500 to create a fixed with fixed strategy -...

Part of good estate planning is figuring out what to do with your "stuff". In this episode Mary Sterk shares tips for cleaning out your own stuff, as well as ways to handle the estate of a loved one. Click here to request your free...

In your 50's and thinking ahead towards retirement? In this episode Mary Sterk shares top money tips for the financially savvy in their 50's! Click here to discuss your account consolidation strategy with an advisor. Subscribe To Our...

New Year - new resolutions! In this episode Mary Sterk shares smart resolutions for listeners to jump start 2019! Click here to request a copy of Mary's e-book Ready To Pull The Retirement Trigger?! Subscribe To Our Podcast Here...

Good credit is a major part of a healthy financial life. In this episode Mary Sterk shares some must know nuggets of truth surrounding having excellent credit. Click here to request your free credit basics brochure. Subscribe To Our...

Many people thing you need to win the lottery or get crazy lucky to become a millionaire. In this episode Mary Sterk debunks some common myths about how millionaires are made. Click Here to schedule your free value assessment Meeting....

Oprah Winfrey is a modern day icon and one of the richest women alive. In this episode Mary Sterk shares some of Oprah's money quotes and how to integrate this wisdom in our daily lives. Click Here to schedule your free Value...

Entrepreneurs are known for taking business risk, but are they putting their portfolios at risk too? In this episode Mary Sterk shares some money mistakes entrepreneurs make and how to avoid them! Click here to schedule your free value...

You still have time to capture some timely end of the year tax deductions. In this episode Mary Sterk shares some wisdom surrounding end of year tax strategy. Come see us about an end of year capital gains review or to discuss donor...

While holiday's bring cheer, they also challenge us with a unique layer of financial stress. In this episode Mary Sterk shares time tested strategies to reduce your financial stress and enjoy your holidays more! Click here to request a...

We all hear about costs rising, but did you know there are 5 specific expenses that actually decrease or go away entirely in retirement? In this episode Mary Sterk sheds some light on keys expenses you WON'T have to keep planning for....

White sand, sunny beach… early retirement? If that's your ideal life you wont' want to miss Mary Sterk sharing these important must know early retirement tips! Click here to request a copy of Mary's e-book. Subscribe To Our...

Caring for an aging parent presents loving opportunities, but also can bring difficult challenges as you transition towards handling their finances. In this episode Mary Sterk discusses various strategies to assist your aging parents...

When it comes right down to it, retirement planning follows some basic fundamental principles. In this episode Mary Sterk details out 10 commandments of retirement. Click here to request a copy of Mary's e-book. Subscribe To Our...

Ever wondered what the wise investors already know? In this episode Mary Sterk shares some wisdom of the ages surrounding investing and saving. Click here to schedule your Free Value Assessment Meeting. Subscribe To Our Podcast Here...

So you have 1 Million Dollars - but does that mean you can retire? In this episode Mary Sterk shares important strategies to make sure your million doesn’t run out too soon. Click here to schedule your free value assessment...

Ever wanted to super charge your tax deductions for charitable giving? In this episode Mary Sterk shares strategies to create massive current year tax deductions using Donor Advised Funds. Schedule a time to talk to us abut how to...

Ever wonder what the best way to use your HSA is? In this episode Mary Sterk covers the must know details surrounding when and how to best use your HSA. Click here for your copy of Mary's e-Book. Subscribe To Our Podcast Here – iTunes

There are certain accounts that contribute to a person's financial success. In this episode Mary Sterk discusses the 6 accounts everyone should have. Click here to schedule your free brokerage account quality check. Subscribe To Our...

Have a $500,000 + portfolio? In this episode Mary Sterk shares some Must Know Tips that you won't want to miss! Give us a call for your free portfolio X-Ray Report. Subscribe To Our Podcast Here – iTunes

Many people would love to retire early, but aren’t quite sure how to set things up to do so. In this episode Mary Sterk shares 10 tips to retire early. Email us for a copy of Mary's e-book. Subscribe To Our Podcast Here – iTunes

Ever wonder what creates personal finacial success? In this episode Mary Sterk shares 3 critical metrics that financially successful people pay attention to. Contact us for your personal financial planning. Subscribe To Our Podcast...

The money issues your grandparents faced have changed. In this episode Mary Sterk shares money problems from the past, and modern day solutions you can apply today. Contact us for a portfolio review. Subscribe To Our Podcast Here...

College can be a wonderful experience, but it also can be very expensive! In this episode Mary Sterk shares strategies to save and plan for college. Contact us to review your college savings plan. Subscribe To Our Podcast Here –...

There are a lot of experts who provide guidance when it comes to retirement. In this episode Mary Sterk shares insights from actual retired people about what they have found to be the most important tips of all! Click here to request a...

You may have heard that investing in real estate can be a good idea. In this episode Mary Sterk talks about some important real estate investing basics so you can better understand if it's a good fit for you! Click here to schedule...

There is no end of ways we can spend our hard earned cash. In this episode Mary Sterk talks about 6 of them that might be expensive, but from a quality of life perspective are totally worth it! Click here to request your free Strategic...

An investor's journey covers a lot of life events - from your first real job to spending your last dollar. In this episode Mary Sterk highlights different parts in that journey and improtant tidbits to help you along your own path....

There are a lot of hot button topics that can impact your retirement regardless of your political stance. In this episode Mary Sterk talks about 6 of them that might impact YOU! Click here if you would like a free copy of Mary's e-book...

We all want to live in a better world. Is impact investing the way to go? In this episode Mary Sterk shares tips and strategies so yo know if impact investing is right for you. Click here to schedule a complimentary Value Assessment...

Understanding all aspects of your financial life, is crucial to becoming confident about money. But often, we’re too embarrassed or uncomfortable to talk about money openly. In this episode Mary Sterk sheds light on the top 10...

The primary goal of estate planning is to protect and preserve your family, not your assets. In this episode Mary Sterk shares how a Family Love Letter can help you do just that. Subscribe To Our Podcast Here – iTunes

What is that old stuff worth? In this episode Mary Sterk shares some fun financial lessons learned from the popular TV show American Pickers.

You might think the rich and famous had it all figured out - but the aftermaths of their estate planning nightmares show us that is definitely not true! In this episode Mary Sterk shares some famous estate planning debacles...

Many people are interested in gradually transitioning into retirement. A great way to semi-retire is to pursue hobbies that can also bring in some cash. In this episode Mary Sterk shares a number of hobbies that can help fund...

Got a pension that is offering you a lump sum buyout option? Comparing the choices can be confusing. In this episode Mary Sterk shares top tips to help you understand the best choice for you when offered a pension lump sum option.

The art of saving and investing money is totally different than the art of turning that savings into retirement income. In this episode Mary Sterk shares must-know tips to maximize your retirement income.

Spring is upon us! It's a fresh start, and many people like to freshen their finances! In this episode Mary Sterk shares tips to Spring Clean Your Finances.

There are many experts in the investment field. In this episode Mary Sterk shares nuggets of wisdom from some of the greatest minds in financial history. From Warren Buffett to Peter Lynch - you won't want to miss hearing this!

Did you know that most retirements average around 27 years…. And that is 10,000 days! You might be preparing for it, but retirement is not the final goal. In this episode Mary Sterk shares ways to rethink this 10,000 day chapter...

There are lots of Rules Of Thumb - but which ones make sense for you? In this episode Mary Sterk shares some Retirement Rules of Thumb worth paying attention to!

When you love someone that has a brain disease, you may find yourself in a caregiver role both for health and finance. In this episode Mary Sterk shares ways to spot the need to offer assistance and what you can do to help with the finances

Did you know that March Is Asset Management Awareness Month? In this episode Mary Sterk shares key strategies you should be aware of when investing your hard earned money. Subscribe To Our Podcast Here – iTunes

If you could achieve all of your financial dreams just by snapping your fingers and saving a few dollars life would be very simple! But since things are a bit more complex, you may need a financial planner to help guide you along the way.

Corrections scare the heck out of people. For some, panic sets in and it feels like they could loose it all. In this episode Mary Sterk discusses market corrections and what to be thinking about as a savvy investor.

So you think you have your retirement budge all planned out. Think again! In this episode Mary Sterk shares some surprising retirement expenses that you might not know about.

You have heard the story a dozen times - former lottery winner now is dead broke. Why does this happen? In this episode Mary Sterk shares common reasons why this occurs and how to prevent the loss of your windfall money!

Investing money is complex - and different strategies make the most sense in certain market cycles. In this episode Mary Sterk shares some smart strategies for investing when the markets are high.

The Tax Reform has passed, but how does it affect you? In this episode Mary Sterk shares a number of changes that might impact your tax situation going forward.

Divorce is difficult - emotionally and financially. In this episode Mary Sterk will educate you about important factors to consider as you move through your divorce towards a brighter future.

Long Term Care Insurance can be both confusing and costly. In this episode Mary Sterk will eliminate the complexity. Listen as she explains in simple terms how typical policies work, and how to compare pros and cons of different ...

If you are within 5 years of retirement there are some important ducks to get in a row. In this episode Mary Sterk reviews crucial decisions to make during the 5 years before retirement.

In this episode Mary Sterk shares 5 smart resolutions for listeners over 50 to get your 2018 off to a great start!

The holiday movie tradition brings a smile and warm memories to many people. In this episode Mary Sterk shares fun financial lessons learned from heartwarming holiday movies.

Certain ages bring with them certain financial changes. In this episode Mary Sterk discusses 6 milestone birthdays and how they impact you.

If you are wanting to establish yourself financially - or if you are looking to help kids or grandchildren get a solid footing, tune in to hear Mary Sterk share easy tips to start saving today.

What secrets do wealthy women know? In this episode Mary Sterk shares 5 Secrets of Wealthy Women.

Money is an important part of life - no doubt about it. But what is your money really worth? In this episode Mary Sterk talks about the value of money, and how to align your money with the life you want to lead.

As the end of the year approaches you may want to take stock to see if there are any strategic tax strategies you need to implement by year end. In this episode Mary Sterk share insights about smart year end tax planning.

Bull markets are followed by bear markets are followed by bull markets are followed by…. But what does that really mean to you? In this episode Mary Sterk discusses the history of the bull and bear markets and how it impacts you.

Without a doubt the holiday's challenge us with obligations and unique expenses. Some holiday stress can be avoided by not blowing your budget or going into debt. In this episode Mary Sterk shares 5 time tested strategies to reduce your ...

When does another $1,000 of income trigger a 55% tax? In this episode Mary Sterk discussed how income, capital gains, and social security integrate to create your retirement tax bill.

Staying organized and on top of your financial records is no easy feat while you are alive. Imagine how hard it would be for your loved ones to fully grasp your financial picture when you can no longer handle it yourself!

Retirement planning can be complex - and the sequence of market returns the first 5 years after you retire can sometimes make or break your plan! In this episode Mary Sterk introduces The Bucket Planning Strategy...

Managing your portfolio has a lot of moving pieces.  Whether you are a do-it-yourself-er or just want to go beyond the basics it's important to learn about investing at a higher level. In this episode Mary Sterk discusses 3 key strategies.

It's big in the news - robo-advice for discounted costs. But is it right for you? In this episode Mary Sterk discusses the pros and cons of robo-advice and shares insight about how the human touch can often make a difference.

Many investors think they understand the concept of diversification - but most portfolios fall victim to skew which can damage results in both an up or down market. In this episode Mary Sterk discusses how to allocate and maintain...

The transition points in life create a more immediate need for financial planning. In this episode Mary Sterk shares ideas surrounding financial transition points like retirement, divorce and changing jobs.

Estate planning now involves more than just your money - it also includes your digital assets. In this episode Mary Sterk shares smart ideas on how to include digital assets in your estate plan.

The recent damage from Hurricane Harvey begs the question - do natural disasters affect the markets? In this episode Mary Sterk investigates the ripple affect in the markets caused by some of the world's largest disasters.

It's back to school time and college savings is on many peoples minds. In this episode Mary Sterk discusses several ways to save for college on a tax favored basis.

Retirement for the high net worth comes with it's own particular brand of unique financial planning issues. In this episode Mary Sterk discusses strategic advice for those with portfolios of over a million dollars.

It's no surprise that money issues can create stress fractures in even the strongest of marriages. In this episode Mary Sterk talks about great questions for couples to discuss that are designed to best understand...

People of all wealth levels have unique struggles, worries and challenges when it comes to money. In this episode Mary Sterk discusses 10 of the top worries that people with larger amounts of money often have.

Don’t pay a dollar more taxes then 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 Mary Sterk shares a few mid year tax hacks to help ...

There are only a few ways to actually get rich. In this episode Mary Sterk shares wise words to help you on your money making journey.

Many people simply have no idea how much money they will spend when they retire. It all comes down to the lifestyle you want to live and how you wish to spend your time. In this episode Mary Sterk breaks down the way to look at spending..

Summer can get really expensive when the grandkids come to stay! In this episode Mary Sterk offers some budget friendly ideas to enjoy the lazy summer days with those grandkids you love - without breaking the bank!

After many delays, the new DOL rules went into effect June 9 regarding the fiduciary standard. In this episode Mary Sterk shares what that means for you and your retirement accounts.

Women face unique challenges when it comes to the investing world. In this episode Mary Sterk shares solutions to help women take control of their financial future.

There are many types of IRA's - and people frequently don’t understand the differences or some of the rules. In this episode Mary Sterk gives you an IRA overview in a simple and easy to understand way.

Part of good estate planning is figuring out what to do with your "stuff". In this episode Mary Sterk shares 8 tips to maximize the value of your stuff and how to NOT leave a burden for your heirs.

You're getting married! Finances are a major part of your new union. In this episode Mary Sterk shares savvy financial tips for the Bride To Be!

We all want to make smart financial decisions. With so much information easily accessible through the internet you would think that would be easy! But most people still feel confused. In this episode Mary Sterk shares her thoughts on ...

Graduates have a lot of financial things coming at them. High school grads are contemplating how to pay for college or get their first real job. College grads today are often faced with large debt loads and poor credit.

Mother's Day gives us a chance to celebrate our moms and consider the fine financial lessons they have taught us. In this episode Mary Sterk shares some of the great lessons she learned fro her mother, and some of the things...

Dealing with money can be uber stressful. In this episode Mary Sterk discusses several of the most stressful financial situations people encounter and offers practical tips to help guide you.

Are you ready to retire? Are you sure? In this episode Mary Sterk shares the top concerns people have when facing retirement - and how to put strategies in place to overcome them.

Many people are confused about the best way and the best time to begin taking their social security check. In this episode Mary Sterk disucsses ways to maximize your own personal social security.

People often question if putting money into home improvements is a good investment. In this episode Mary shares some of the best and worst returns on your money when it comes to home improvements.

Are your children & grandchildren responsible enough to handle a large inheritance? In this episode Mary Sterk discusses the pros and cons of ways to control your assets from the grave.

The Fed has bumped up the interest rates twice in the last 6 months, and says they intend to keep doing so over the next few years. In this episode Mary Sterk shares how rising interest rates actually affects YOU.

Many people have 401k accounts from prior jobs. They often wonder what is the best plan for that money. In this episode Mary Sterk talks about the four options available for old 401k accounts,

Buying and selling stocks should come down to a specific evaluation process - but is that what you are really doing? In this episode Mary Sterk takes you through a unique methodology to evaluate when it is time to buy or sell your stock.

Investment management has a lot of moving pieces - and it is easy to make a mistake that can have costly consequences. In this episode Mary Sterk discusses some common investor mistakes and shares tactics to avoid these portfolio pitfalls.

Stocks have outpaced bonds and inflation over time despite wars, recessions, political upheaval, terrorism, and other market shaking events. In this episode Mary Sterk discussed some time tested strategies that still apply...

The Academy Awards celebrate great films, and we celebrate the financial lessons held within them! In this episode Mary Sterk shares fun financial lessons learned from some of our favorite epic movies.

Caring for an aging parent presents loving opportunities, but also can bring difficult challenges as you transition towards handling their finances. In this episode Mary Sterk discusses various strategies to assist your aging parents...

We all love someone, and there are smart ways to take care of that special someone financially. In this episode Mary Sterk shares strategies to ensure your loved ones are well taken care of when it comes to finances and estate planning.

Financial issues matter at every age, but as we move into our 50's there are some important things to be aware of. In this episode Mary Sterk explores the top 10 financial tips for women over 50.

Grandparents have so much to offer - a life rich with tradition, an ear to lend, and wise financial advice. In this episode Mary Sterk shares 4 pieces of sound financial advice that grandparents can share with the family they love.

Financial goals shift as you age. In this episode Mary Sterk dives into some top financial priorities decade by decade - sharing a financial tidbit for everyone!

While no one can predict the future, in this episode Mary Sterk takes a look at the president elect's stated priorities to get a flavor of what might be ahead.

Are your retirement ducks in a row? In this episode Mary Sterk discusses the main issues that face retirees and how to approach them so you can retire with confidence.

The New Year is a great time to overhaul your financial life for the better, and one excellent place to start is by making good financial resolutions. In this episode Mary Sterk shares 7 smart resolutions to get your 2017...

The holiday movie tradition brings a smile and warm memories to many people. In this episode Mary Sterk shares fun financial lessons learned from heartwarming holiday movies.

As a parent, you can teach your child important financial lessons - and you should. In this episode Mary Sterk shares important money lessons to teach your kids at every age.

Required minimum distributions can be confusing, and carry huge IRS penalties if you don't handle them right. In this episode Mary Sterk delivers the must know facts to keep you in line with the complex RMD rules.

You have heard the term "Saving for a rainy day", but are you prepared if that day comes? In this episode Mary Sterk highlights 4 key areas to make sure you are ready if that rainy day every comes your way.

Holiday shopping time? In this episode Mary Sterk shares some holiday spending mistakes that you will want to avoid - at all costs!

It's that time of year when people think about how they can impact others with a gift of their money. In this episode Mary Sterk talks about various ways to give to charities and to your loved ones to maximize...

Planning for retirement? In this episode Mary Sterk discusses four retirement expenses that might catch you by surprise.

The US will have a new president - and given the polarizing climate on the campaign trail this year, you may be wondering how an election might impact the market. In this episode Mary Sterk looks at the past to share...

Many people don’t know where to find the answers to the retirement questions running through their mind. The sheer amount of complexity involved in planning a retirement can be overwhelming.

November is National Caregivers Month. In this episode Mary Sterk explores 8 must know tips for those handling the finances as part of their caregiver role.

It's Medicare Open Enrollment Time - and things just keep getting more confusing! In this episode Mary Sterk simplifies many of the main points that are important to understand about the Medicare system.

Let’s face it. The financial industry has gotten enough black eyes that anyone in their right mind would be suspicious. Misleading sales practices, corporate shenanigans, and blatant fraud have dominated the headlines. It’s no wonder...

A successful company’s financial toolbox should contain more than your annual reports and profit forecasts. In this episode Mary Sterk shares six smart business strategies to enhance, protect, or transition your business

Life insurance can be complex, confusing, and frankly a little bit boring. In this episode Mary Sterk simplifies all things life insurance - including what types there are and how much you might need to feel well covered.

Navigating the complexities of Social Security can be confusing. In this episode Mary Sterk clearly explains the basics of how Social Security works and the impact of your age on your benefits.

A successful investor maximizes gain and minimizes loss. In this episode Mary Sterk discusses 6 key principles that may help you invest more successfully.

Valuable life lessons about money come from a variety of sources. In this episode Mary Sterk shares with you fundamental lessons about money that she learned from her own dear old dad.

So you have inherited some money…. Now what? In this episode Mary Sterk helps you evaluate and understand the impact so you can make the most of your new found wealth.

Traveling is one of life's greatest adventures. In this episode Mary Sterk delivers practical financial travel tips to help you before, during and after that trip of a lifetime.

What money really does is fund the things that we value in this life. In this episode Mary Sterk delves into what creates your Money Philosophy and how to align your money with what matters most.

A fire can devastate you financially. In this episode Mary Sterk shares valuable tips on what to store and how to safeguard your records so you stay financially fire-proof.

Even if you have laid out a great retirement plan, anxiety and indecision can still get in your way of taking the big leap. In this episode Mary Sterk talks about four common planning pitfalls that can veer you off track...

Investments have fees, but they are often hard to understand. In this episode Mary Sterk takes the mystery out of investment fees and clearly explains how and where costs can be found.

Negotiating for assets is part of most divorces. In this episode Mary Sterk will explain how assets differ in real value even if the monetary amount might look the same.

Knowing the right time to retire can be tricky. There are a lot of things to consider. In this episode Mary Sterk sheds light on the core components that you will want to address before pulling the retirement trigger.

People often hear about long term market averages and wonder why their portfolio isn't producing the same results. In this episode Mary Sterk discusses ways to analyze your performance and holdings to try to boost your portfolio results.

Using a trust can be a great estate planning tool -but how do you know when you need one and what the right kind is for your situation? In this episode Mary Sterk takes the complex world of trusts and makes it simple and easy to understand.

Life happens. Job layoffs, sickness, divorce… unexpected events can pop up and derail your financial life. In this episode Mary Sterk dives into four common life events, sharing strategies to cope with the challenge and help you land o

Managing your investment portfolio has a lot of moving pieces. In this episode Mary Sterk discusses key pieces of strong portfolio management and shares strategies to help avoid common pitfalls that investors commonly make.

Good credit can make life a lot simpler, while bad credit can create a whole host of financial headaches. In this episode Mary Sterk sheds light on all things credit - how to create it, how to fix it, and how to monitor it.

The prospect of retiring raises some big fears. What if I run out of money? What if I have a major health issue? Are my investments set up right? In this episode Mary Sterk discusses straetegies for retirement income to help you feel co

College grads today are often faced wit large debt loads and poor credit. In this episode Mary Sterk educates you on how to start the next phase of life on the right financial foot - including emergency fund basics, smart budgetin, credit

Some do-it-yourself stock pickers have become a genius at technical analysis and charting strategies. But if you aren't already a whiz kid about stock market investing, how do you figure out where to start? Stock market investing done...

Are you covered? Are you sure? A strong insurance plan will make sure your risks are limited, or in some cases completely eliminated. In this episode Mary Sterk explores how different types of risk can affect your financial situation, an

Todd and Janice were ready to sell their long standing family business to the next generation. There were many people involved - parents, kids, spouses etc. They formed a succession planning team to help factor in health issues,...

Susie and Bill were feeling financially suffocated by many many layers of mandatory payments - credit cards, loans, auto-payments, student loans, etc. By creating a Dave Ramsay style Debt Snowball, we set up the payment plan in such a...

Jeff and Lisa recently tied the knot. Jeff had grown up in a fiscally chaotic household, and Lisa was brought up in a fiscally frugal household. They both thought their way was normal, and their spouse's way was somewhat unworkable....

Linda came into our office literally in tears. She was faced with taking care of her aging father who had the early stages of Alzheimer's. Everything changed - her father moved into her home, she had to quit her job, and life started...

By the time Mary Sterk was 19 years old, she was already a divorced single mother of two kids under two years old. They lived in a low-rent apartment complex, and bought groceries with food stamps. She didn’t get any child...

The divorce is final. Now what? In this episode Mary Sterk educates you on the most important financial steps to take once the divorce is done.

Mike was in his mid 50‘s and had started to think ahead. He liked his office job, but had a real passion in the field of aeronautics. With good planning we were able to set up his investments in such a way to replace his normal...

Good estate planning gets the things you value to the people that matter. In this episode Mary Sterk will guide you through important documents to have on file, how to structure a legacy, and talk about trust basics.

Starting a business has many factors to consider. In this episode Mary Sterk discusses key elements to think through ahead of time that can help your startup become a success.

Loosing your spouse is a devastating emotional blow. It also comes with its own unique set of financial issues. In this episode Mary Sterk shines a light on the top five financial issues to focus on if you have lost your beloved partner.

The biggest threat to your portfolio is unbridled emotion. Listen to this episode as Mary Sterk explains how to gain a strong understanding of the most important foundational investment principles.

Caring for a loved one presents loving opportunities, but also can bring difficult challenges as you transition towards handling their finances. In this episode Mary Sterk will guide you through simple steps to provide effective financial

Long Term Care Insurance can be both confusing and costly. In this episode Mary Sterk will eliminate the complexity. Listen as she explains in simple terms how typical policies work, and how to compare pros and cons of different types of

Sarah, a stay at home mom, was going thru a tough divorce. Her biggest fear was “Am I going to be ok?” She had never handled the money or investments before. She and her husband had money, but once the divorce was final she...

Your 401(k) might become one of your biggest financial assets. In this episode learn simple guidelines and tools to help maximize the power of your 401(k).

Ready to get your ducks in a row? In this episode Mary Sterk will guide you some of the most important pieces of a strong financial strategy that you can implement over the next 12 months.