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Financial Makeover – How to Clean Up the Mess You Made with Your Budget

Creating a budget and then following it can be challenging for all of us.  When setting a budget, it’s important to take a look at your overall cash flow. Be realistic about what you will realistically be able to do. You can download a Cash Flow Analysis and Budget Worksheet from GET READY! (here). The … Read more

The Genworth Story Continues……

The Genworth and China Oceanwide merger continues to slowly move forward.  On January 30, 2019, Genworth and Oceanwide extend merger agreement. This marks the eight waiver and agreement of each party’s right to terminate the previously announced waiver agreement.   The transaction has received all required U.S. insurance regulatory approvals. The closing of the transaction remains … Read more

12 Simple Steps to Organizing Your Financial Life

Check out the new Slideshare presentation from GET READY! 12 simple steps to organizing your financial life. Here’s what it’s about: to reach any goal it’s important that it is achievable and has clear steps. Setting up a financial calendar will help you keep your financial life organized. Having one action step per month will … Read more

Interview with Chris Hall, Founder, EPNavigator

EPNavigator is a simple and affordable way to take care of your basic estate planning needs including powers of attorney, wills and trusts. I am pleased to be able to partner with EPNavigator and offer their unique resource.  Estate Planning is an important financial task that can oftentimes fall to the wayside.  With EPNavigator, you … Read more

Feel like you spent too much over the holidays?

You’re not alone. According to a recent survey, over 3 in 4 Americans worry about going into debt during the holiday season.   That’s why this is the perfect time to hold a family financial meeting. It’s important that you know how to do it right. Below are my tried-and-true tips for how to wrangle the crew … Read more

Insurance Fraud Hall of Shame 2018

Insurance scams are an $80 billion a year crime which indirectly raises all Americans premiums on every type of insurance.  Insurance companies to remain profitable, must take in more money than they pay out whether it’s through premiums or investments. And, we want profitable insurance companies so that they can pay our claims.  The Coalition … Read more

Money and Technology

While blockchain received most of the attention in 2018, it looks like 2019 will be the year of Artificial Intelligence (AI), Machine Learning and Cybersecurity. Read about 7 (realistic) predictions about fintech in 2019 and 8 Key Insurtech Trends for 2019. Skynet may not be imminent, however, it does make the Terminator movies oddly prescient … Read more

Tony Steuer on Creating Your Critical Emergency Action List: Published on Gritdaily

gritdaily.com recently published “Tony Steuer on Creating Your Critical Emergency Action List.  This article covers the steps to take when a disaster hits and you are faced with an evacuation order.  You should start off by creating a Critical Emergency Action List which includes taking stock of your family’s medical concerns, documenting how to access … Read more