Money Guide With Mary Sterk

Losing your spouse is a devastating emotional blow. It also comes with a unique set of financial issues. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey shine a light on the top five financial issues to focus on if you have lost your beloved partner. Topics include: Unexpected Illness Pension Loss Trauma Emotions Mortgage Moving Property Investments Taxes CPA Benefits Pension Social Security Assets Caregiver Widow Grief Estate Plan Support Group Liquidity Insurance Policies Cash Flow Funeral Arrangements Memorial Services Beneficiaries Safe Deposit Box Passwords Eulogy Pallbearers Bills Will Attorney Legal Documents Financial Planner 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