Articles

All
  • All
  • Annuities
  • Auto Insurance
  • Disability Insurance
  • Financial Preparedness
  • FinTech
  • GET READY!
  • Guest Post
  • Health Insurance
  • Homeowners Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Podcast
  • Uncategorized

Get Ready! Give-away

Pleased to host a Goodreads give-away for Get Ready: A Step-by-step planner for maintaining your financial first aid kit. Get Ready is all about helping you organize your financial life so that you can be prepared for any financial emergency including any brought on by Covid-19 (coronavirus). (click here to enter the giveaway) Stay well, Tony … Read more

Get Ready: Here’s How and Why to Get Financially Organized Because of Covid-19 (Coronavirus)

Over the last few days, for many us, our lives have been completely changed. My family is under a shelter in place order which includes our son participating in online education. We can only leave for essential needs and the occasional walk provided we remain six feet away from those who we do not reside … Read more

Get Ready with Sam Renick: It’s Never Too Early for Financial Education

“The most important thought, is the idea of paying yourself first or spending less than you earn, however you like to look at it.  It’s an important idea that anyone can take action on.” – Sam Renick In this episode, I spoke with Sam X Renick, founder of the “It’s a Habit!” Company and co-creator … Read more

Insightful Insurance Observations Spring 2020

Last week, I was invited to be a guest lecturer on insurance for a U.C. Berkeley personal finance course. It was a great experience with insightful questions from the students.  Here are some of the issues that we discussed: What are insurance company financial strength ratings? The financial strength of an insurance company is highly … Read more

Promotional pricing for all of my books

April is Financial Literacy Month and in preparation, I am discounting Get Ready to $2.99 all of my other books to $0.99 (e-book format on Amazon). This special pricing will be available on Amazon through the end of March. Visit my author page on Amazon to find all of my books (here).  Following is a … Read more

Get Ready with Bill Heestand: How a Smart Employee Can Buy Out the Boss

“Your ownership in the business, the way that you finance your exit, allows you to help that person finance the sale and is an annuity for you.” – Bill Heestand In this episode, I spoke with Bill Heestand, author of the Ownership Ladder  about how to set up a successful internal business transfer & sale … Read more

What We Can All Do About Rising Health Care Costs

A 2019 Peter G. Peterson Foundation report projected that healthcare costs in the US are bound to rise by an average of 5.5% per year through 2027. Healthcare spending as a share of GDP will grow from 17.9% to 19.4% in 2027. The projections point to a steady uptick in healthcare expenditure. Every American should … Read more

Get Ready with Sheryl (Brown) Hickerson: Female Advocacy in the Financial Services Community

“On business efficiency: take out the things that are big item expenses and try to pare those down. You’ll streamline your business, you’ll cut your costs and you’ll make yourself more efficient. The money that you save from that, reinvest that money into other areas marketing yourself and amplify your thought leadership instead.” Sheryl Brown … Read more