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
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