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Jul 29, 2026 24 min

Keeping Tabs On Your Important Documents

from Money Guide with Sterk Financial Hosted by Sterk Financial Services

We keep our "stuff" in so many places - in files, in a safe, online, or at the bank safety deposit box. How can you keep them all straight? In this episode, we share ways to keep yourself organized with a Personal Document Locator. Feat Mary Sterk & Julie Chadwick Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

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Keeping Tabs On Your Important Documents

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This episode was published on July 29, 2026.

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