When you have a person in your life with special needs, there are some unique financial planning methods available to you. In this episode, we dive into effective planning tools for the people that you love.

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What do you want for your wealth? In this episode, we discuss ways to plan, protect and grow your money.

Feat Mary Sterk & Julie Chadwick

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

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Don't want to lose your life savings to the nursing home? In this episode, we share ways to effectively plan for long-term care without sacrificing all of your hard-earned assets!

Feat Mary Sterk & Julie Chadwick

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

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What happens when your pension goes away? Scary topic, isn't it? In this episode, we talk about what's actually happening when the pension terminates, what you should expect as an employee, what actions you should be taking and what common mistakes you should avoid.

Feat Mary Sterk & Jordan Ireland

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

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

Feat Mary Sterk & Julie Chadwick

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

#ForbesAwardWinner #WealthManagement #EstatePlanning

Ever wished you had answers to your financial questions? In this episode, we share some of the most commonly asked questions …and the answers you have been dying to know!

Feat Mary Sterk & Kelsey Bankey

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

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How do you take the steps to recover from a #scam or #fraud? In this episode, we're talking about the logistical steps to take to try to recover some money, along with the emotional steps you can take, as #romancescams are now the ones that are driving the most amount of dollars taken fraudulently.

Feat Mary Sterk & Jordan Ireland

Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm

#forbes #financialplanner #wealthmanagement #sterkfinancialservices

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

There are only two sure things in life: Death and Taxes. In this episode, we talk about taxes at death, as there's lots to plan and lots to know on these topics, including estate taxes and inheritance taxes.

Feat Kelsey Bankey & Julie Chadwick

Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm

#forbes #financialplanner #wealthmanagement #sterkfinancialservices

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