Money Guide With Mary Sterk

Losing a spouse is a heartbreaking time, but did you know it also comes with significant financial changes that are often unexpected? In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share what to expect financially when your spouse passes away. Topics include: Life Insurance Estate Documents Will Social Security Bank Statements Investment Statements Deeds Car Title Marriage Certificate Death Certificate Taxes Beneficiaries Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770 Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact