Money Guide With Mary Sterk

Spring is upon us! It's a fresh start, and many people like to freshen their finances! In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey share tips to Spring Clean Your Finances. Topics include: Checks Statements Shredding Documents Tax Returns Records Paperless Billing Withholding Tax Refund Tax-free loan Home Inventory Car Insurance Debt Cable Amazon Prime Storage Risk Tolerance Level Asset Allocation Portfolio Retirement Savings Consolidating Accounts Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact