Money Guide With Mary Sterk

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 coverage.

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.

What's In Your Soon Bucket - Episode #10-14-2017 by Mary Sterk

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. If you are over age 50, there are some specific resolutions that can help get you closer to your own personal money goals. 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. But did you know that holiday movies are filled with great money lessons?In this episode Mary Sterk shares fun financial lessons learned from heartwarming holiday movies. From learning the true value of a gift to how to measure wealth, these insights will be sure to delight every movie lover.

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

Sometimes getting started is the hardest part. 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.

Women are controlling more of the wealth than ever before. You may be wondering how to turn that into personal wealth. In this episode Mary Sterk shares 5 Secrets of Wealthy Women.

Money is an important part of life - no doubt about it. It provides food, shelter and clothing - along with security, comfort and fun. 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 that you may want to look into - before it's too late!

Bull markets are followed by bear markets are followed by bull markets are followed by bear 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.

Festive decorating, chaotic traveling, buying gifts, and Chrismas cooking tend to dominate our holiday experience. 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 financial stress and enjoy your holidays more!

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. Learn how to understand the impact of taking additional income, and strategies to maximize the amount of social security you get to keep.

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! The Family Estate Organizer™ represents one, simplified, and organized place for you and your family to always know where all of your important documents are. In this episode Mary Sterk discusses how The Family Estate Organizer can help you, your family, and your estate planning.

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. Avoiding these all too common Portfolio Pitfalls can make a difference to your overall financial success in the long run. In this episode Mary Sterk discusses 3 key strategies of strong portfolio management to help avoid common pitfalls that investors frequently make.

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. Why? Because asset classes respond different to stimuli in the world. What works in one setting may not work in another. In this episode Mary Sterk discusses how to allocate and maintain a diversified portfolio.

You Have A Transition You Need A Plan - Episode #09-16-2017 by Mary Sterk

Estate planning now involves more than just your money - it also includes your digital assets. Passwords, photos, digital intellectual property - the values can add up to significant amounts. However many people ignore these things in their estate plan. In this episode Mary Sterk shares smart ideas on how to include digital assets in your estate plan.

Floods, tsunamis, hurricanes - what do they all have in common? Financial devastation for many involved. 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.