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When Markets React

When markets shift, experienced investors stick to their strategy.

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Upcoming Events

Retirement Readiness Despite The COVID-19 Crisis Webinar


March 4, 2021
6:00p - 7:00p

 

Latest Blog Post

How the proposed Biden tax changes may affect you

February 13, 2021

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 ·...

Why Being Alive Now is the Best It's Ever Been

December 19, 2020

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...

2020 End Of Year Tax Tips

December 05, 2020

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...

 

Featured Team Member

Mary Sterk, CFP® CPFA

My Background & What Brought Me Here By the time I was 19 years old, I was already a divorced single mother of two kids under two years old. We lived in a low-rent apartment complex, and I bought my groceries with food stamps. I...

Kelsey Bankey, CFP® - Kansas City

My Background & What Brought Me Here I graduated from Simpson College with a degree in Business Management, and have over 10 years experience working with banks and financial institutions. When my husband’s job landed us in...

Laurie Lake

My Background & What Brought Me Here It’s hard to believe that it’s been over 15 years since I started in the financial services industry. No matter where I have found myself working under the financial umbrella, I've enjoyed my dual...

Kathy Banys

My Background & What Brought Me Here After attending Western Iowa Tech, I continued my passion for administrative work and outstanding customer service in a variety of industries, including medical and financial. I had the honor of...

Amy Heaton

My Background & What Brought Me Here I first started my career in public accounting and tax preparation. After my first child was born, I made the decision to move back to my hometown of Sioux City and into the world of insurance...

KT Trover

My Background & What Brought Me Here My career has taken several paths. Over a decade of experience performing both customer service and administrative work is a testament of my passion for helping people. I am still as enthusiastic...

Julie Chadwick

My Background & What Brought Me HereI’ve enjoyed being part of the finance world for more than 15 years now and have found it to be very rewarding because I love helping people. Each time I am able to show individuals and...

Lindsay Brechwald, CIC - Storm Lake

Location Info: I was born and raised in Northwest Iowa and have enjoyed raising my family here. After being in the healthcare field for approximately 16 years, I was inspired to change careers after treating an insurance agent who...

Rose Colella

My Background & What Brought Me Here I grew up in Iowa in a musical family and moved to Chicago to get a degree in music and begin my career. After singing professionally for a few years, I realized I had bigger goals, which led me to...

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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