Mark A. Sterley, CFP
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NE 4th Street
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CERTIFIED FINANCIAL PLANNER™ Professional at Pacific Capital Resource Group in Bellevue, WA.
Today, we remember and pay tribute to the heroes and victims of 9/11. Their stories remind us that even in the darkest hours, the spirit of courage and selflessness shines through. Let's stand strong and work towards a future filled with peace and harmony.
September is Life Insurance Awareness Month.
Research shows that 42% of households would face financial hardship within six months should a wage earner die unexpectedly. Even worse, 25% would suffer financially within a month. Protect those you love – learn about life insurance today!
If you were to die tomorrow, could your family pay off your debts? Life insurance can be a safety net should the unthinkable occur. Call us today to put the right coverage in place.
Oh man, is there any smell as distinct as the delicious aroma of frying bacon? I smell it all the time on morning walks in campgrounds and RV Resorts. It always makes me hungry! How do you like your bacon? I know my 99-year-old grandpa takes his extra crispy! Happy International Bacon Day!
🔑 Unlock the power to shape your legacy! 🔑
As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫
💡 Your legacy: a beacon of light in a changing world! 💡
During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨
This is a minimum estimate of life insurance needs. If you'd like an accurate life insurance needs analysis, I can help. You can schedule your meeting here:
https://calendly.com/marksterley/appt
On August 21st, Senior Citizens Day recognizes the achievements of those who are “advanced in years.” It’s an opportunity to show our appreciation for their dedication, accomplishments, and the wisdom they provide throughout their lives.
🌍 Leave footprints that inspire generations! 🌍
August is What Will Be Your Legacy Month, reminding us that every action we take matters. Each word of encouragement, each act of kindness, can ripple through time and touch countless lives. Let's make our legacy one of love, compassion, and empowerment! 💚
I have many clients ask about college funding strategies before we even talk about saving for their own retirement. I understand their heart for their children, but sometimes a parent needs to put themselves first. If you struggle with this, then remember the oxygen mask speech before a plane takes off.
What do you call a fake noodle? An impasta. Yeah, it's a dad joke, but laughter can relieve stress, soothe tension, and improve your immune system! So, on National Tell a Joke Day give someone the gift of laughter (and better health).
Also, my virtual networking group always ends the meeting with a dad joke. So hit me up if you'd like to visit.
🌟 August is the month to ponder our legacy! 🌟
Reflect on your past and your future goals to consider what you will be leaving behind for future generations. As we reflect on our lives, let's remember that our legacy isn't just about money or possessions—it's about the impact we make on the lives of others. Take a moment today to think about the positive mark you want to leave on this world. 💫
I'm seeing friends sending their children off to college or embarking on their senior year of high school. Figuring out the college financial aid process can be daunting, so use me as a resource if you have questions. I was a college admissions counselor as my first job after graduation.
I like to check in with each client at least once a year. It's a time when we have a conversation about where you're at, what's new in your life, and discuss any new goals or aspirations you're thinking about. So, if it's been a while, why don't we put that meeting on the schedule?
I'm looking forward to our conversation.
Got something funny to say? Share it with the rest of us for International Joke Day!
Did you know that Insurance Awareness Day recognizes the importance of insurance coverage and promotes public understanding of its benefits? It reminds us to assess risks, protect our assets, and enjoy peace of mind knowing we have coverage in place.
Fed officials are cautiously optimistic about recent economic data indicating cooling inflation, but they're waiting for confirmation before making any moves on interest rates.
Key takeaways for investors:
Data-Driven Decisions: The Fed is emphasizing its data-dependent approach, meaning interest rate cuts will hinge on upcoming economic reports.
Inflation is Key: While progress has been made, the Fed wants to see consistent evidence that inflation is moving towards its 2% target.
Labor Market Strength: A strong job market is a positive sign, but the Fed is also monitoring for signs of overheating that could reignite inflation.
Patience is Key: Don't expect immediate rate cuts. The Fed is likely to take a measured approach before adjusting its monetary policy.
Source:
TinyURL: https://tinyurl.com/43svdmr2
Fed officials steer cautiously toward potential rate cuts Federal Reserve officials, heartened by recent data, are looking for further confirmation that inflation is cooling and for any warning signs from a still-strong labor market as they steer cautiously toward what most expect to be an interest rate cut or two by the end of this year.
📚 Attention students and families 📚 Don't forget that FAFSA submissions for the 2023–24 award year close June 30, 2024 at 11:59 p.m. CT.
Did you know that the first Father's Day was celebrated in 1910? It was established to recognize the vital role fathers play in the lives of their children and families. Take this opportunity to express gratitude and make your dad feel extra loved on this special day.
Happy Flag Day! Today we honor the symbol of our nation's unity, strength, and resilience. Let's proudly wave our flags and celebrate the land of the free and the home of the brave! 🇺🇸
"At the core, the American soldiers knew the difference between right and wrong, and they didn't want to live in a world in which wrong prevailed. So they fought & won, and we must be forever profoundly grateful." - Author Stephen Ambrose
📅 June is National Men's Health Month.
☀️ With warmer weather around the country, it's a great time to reaffirm your dedication to your health.
👀 This means more than going for a run or going for a bike ride with the guys. It means taking a broader look at ways to take better care of both body and mind.
🩺 Don't skip your regular check in with your medical team. Don't ignore your mental health, either. And, yes, by all means, look into your fitness routine.
🌱 Taking steps now to improve your overall health will never be something you regret.
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10900 NE 4th Street Suite 2300, #2413
Bellevue, WA
98004
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Monday | 8am - 5pm |
Tuesday | 8am - 5pm |
Wednesday | 8am - 5pm |
Thursday | 8am - 5pm |
Friday | 8am - 5pm |
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