New Year ~ New Financial Resolutions

New Year ~ New Financial Resolutions

January 07, 2023

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 standpoint. Topics include:

Credit Score

Emergency Fund

Savings

Beneficiaries

Per Stirpes

Will

Testamentary Trust

Power of Attorney

Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770

Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact