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Content provided by Money Guide with Mary Sterk and Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Guide with Mary Sterk and Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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The Family Estate Organizer

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Manage episode 434909716 series 1174726
Content provided by Money Guide with Mary Sterk and Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Guide with Mary Sterk and Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 of #MoneyGuidewithMarySterk, we discuss how The Family Estate Organizer can help you, your family, and your #estateplanning. #bankaccount #safetydeposit #RothIRA #beneficiary #assets #investments #income #taxes #mutualfunds #stocks #pension #socialsecurity #insurance #powerofattorney #lifeinsurance #funeral #obituary #legaldocuments #property #realestate #debt #incometax #passwords Feat Mary Sterk & Kelsey Bankey
  continue reading

369 episodes

Artwork
iconShare
 
Manage episode 434909716 series 1174726
Content provided by Money Guide with Mary Sterk and Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Guide with Mary Sterk and Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 of #MoneyGuidewithMarySterk, we discuss how The Family Estate Organizer can help you, your family, and your #estateplanning. #bankaccount #safetydeposit #RothIRA #beneficiary #assets #investments #income #taxes #mutualfunds #stocks #pension #socialsecurity #insurance #powerofattorney #lifeinsurance #funeral #obituary #legaldocuments #property #realestate #debt #incometax #passwords Feat Mary Sterk & Kelsey Bankey
  continue reading

369 episodes

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