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The Get Ready Monthly Financial Guidebook – now available

I am pleased to announce that my new book The Get Ready Monthly Personal Finance Guidebook is now available (check it out on Amazon (here).  The Get Ready! Monthly Personal Finance Guidebook is a month-by-month fill-in guide that offers you checklists and notes pages critical to capturing the information you need most for your own … Read more

Get Ready with Christine Benz: Simplifying Your Investment Strategy

“Simplify and reduce the number of moving parts in your plan. Your investment portfolio doesn’t have to be complicated to be successful. That very few constituent holdings can get you to your goal.” – Christine Benz In this episode of Get Ready, I spoke with Christine Benz, the Director of Financial Planning for Morningstar about … Read more

The Dangers of Life Insurance Policy Loans

One of the reasons some people buy cash value life insurance is the potential to borrow money from the policy later on. When you bought your insurance policy, the insurance agent may have touted that you would be borrowing your own money and paying yourself back. Insurance agents and companies may promote loans as an easy … Read more

What’s An In-Force Life Insurance Policy Illustration And Why Should You Order One?

You’ve purchased a life insurance policy and paid the premiums for many years. Like most people, you’ve relied on the sales illustration and expect that your policy will remain in force to maturity and no changes will be necessary. Life insurance policies are often bought (and sold) with the thought that they are “set it … Read more

Get Ready with Barry Flagg: Applying Prudent Investor Principles to Insurance Policy Reviews

“Inspect what you expect. If you’re a business owner or you’re a manager and you have employees, if you expect them to do something or perform in a certain way, you’ve got to observe it. It’s the same thing for your financial future whether it’s your 401(k) or your life insurance policy, if you’re not … Read more

FemFounder Author Interview

Kristin Marquet, of Femfounder recently interviewed me for their author interview series. If you’d like to learn more about my story and philosophy, please read on:  “People are interested in products and services when they feel a positive attitude,” with Tony Steuer Tony’s books, including GET READY!, Insurance Made Easy and Questions and Answers on Life Insurance … Read more

Is the Insurance Industry Responsible for Covid-19?

Covid-19 has changed so much in our lives. The repercussions will be felt for years with some permanent changes.  Since the pandemic began, there has been much debate over the role of insurance companies. The issue is whether they should pay claims related to Covid-19, even when these events were not covered.  Earlier this month, … Read more

Does Your Insurance Match Your Risks?

Compare your insurance coverage to your potential risks is the next step in reviewing your insurance policies. The goal is to determine if your insurance coverage still fits your needs. You may find that you have insurance coverage that is no longer needed or can be reduced. You’ll also be able to see if there … Read more