QOZs were originally signed into law in 2017 as a part of the Tax Cut & Jobs Act and the #onebigbeautifulbill made some changes that we're walking through with you today. Feat Julie Chadwick & Kelsey Bankey Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

We're updating you today on some of the changes that have been coming down the pipeline from the #onebigbeautifulbill including taxes, K-12 qualified education expenses and more! Feat Jordan Ireland & Julie Chadwick Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

As a part of our podcast series on the #onebigbeautifulbill, this episode focuses on the changes to Charitable Giving #obbba #charitablegiving #charity Feat Julie Chadwick & Kelsey Bankey Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

In this episode of our Big Beautiful Bill podcasts, we discuss how the new estate laws inside the #onebigbeautifulbill apply to our listeners. Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

There are a lot of things that changed with the #onebigbeautifulbill act, and there's a lot of complexity to it. In this episode of #MoneyGuidewithMarySterk, we're going to bring some clarity to to it, take it piece by piece, and talk about the senior deduction. Feat Kelsey Bankey & Jordan Ireland Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

This Big Beautiful Bill is a big, big bill. In this episode (part 1 of 7), we talk about how some of the changes inside the #bigbeautifulbill specifically are going to impact business owners and farmers, and we give a few strategies that you can talk to your CPA or attorney about to see if they might be helpful for you. Feat Mary Sterk & Julie Chadwick Subscribe to #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

There have been a lot of tax changes as a result of the #bigbeautifulbill and things don't all take effect at the same time. In this episode, we break down some of the most basic and important things that will affect our clients on a day-to-day basis and we hope you come away with some very valuable knowledge! Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

What is Lifestlye Financial Planning? In this episode, we share the meaning of this type of planning and how it can benefit you. Feat Mary Sterk & Julie Chadwick #moneyguidewithmarysterk #moneyguidewithmarysterk #forbes #financialplanner #wealthmanagement #sterkfinancialservices 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

Have you ever wondered what the rich people know about money that you don't? In this episode, we shine some light on tips to build and maintain #wealth. Subscribe to the #MoneyGuidewithMarySterk on apple podcasts: https://tinyurl.com/3x65ejdm #forbes #financialplanner #wealthmanagement #sterkfinancialservices Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact

Part of good #estateplanning is figuring out what to do with your "stuff". In this episode of #MoneyGuidewithMarySterk, we share tips for #cleaning out your own stuff, as well as ways to handle the #estate of a loved one. #mariecondo #recycle #donate #livingwill #healthcare #powerofattorney #trust #wealth #beneficiary #liquidation #appraiser #family Feat Mary Sterk & Julie Chadwick 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

Planning for #retirement can be complex. In this episode of #MoneyGuidewithMarySterk, we shed light on some pitfalls that might block your path towards a comfortable retirement. Feat Mary Sterk & Julie Chadwick #forbes #financialplanner #wealthmanagement #sterkfinancialservices 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