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Balancing retirement savings with the rest of your financial life

Retirement is not a magical event that happens on its own, nor is it something that is beyond your reach. It does, however, require some thought and savings.  To succeed in your retirement planning, you’ll need to consider your goals and priorities. Most of us are balancing multiple goals including retirement savings, college savings for … Read more

The Perfect Graduation Gift is Financial Preparedness (A Good Reminder for All of US

One thing we all have in common, is that for the most part, we didn’t learn about money in school. Here’s four financial hacks to help your college graduate

The GET READY! with Tony Steuer Podcast

I’m excited to announce The GET READY! With Tony Steuer podcast  in partnership with Insurance Nerds launching next week. The podcast features conversations with thought leaders across an array of industries regarding innovative concepts to help advisors and businesses better serve their clients while increasing consumer financial preparedness.   My goal is to make the … Read more

The Money Answers Show: Take Control of Your Financial Life

This month, I had the pleasure of of appearing on The Money Answers Show with Jordan Goodman. We discussed these questions: Are you ready to take control of your financial life? Do you have a plan? What are the critical things to track and understand in order to know both your current financial situation and … Read more

Disability Awareness Month Book Promotions & Giveaway Ending Soon

May is Disability Insurance Awareness Month. To Promote Awareness: Insurance Made Easy (here) and The Questions and Answers on Disability Insurance (here) are .99 cents for Amazon Kindle Versions through the end May. Enter giveaways for The Questions and Answers on Disability Insurance Workbook on  Goodreads – kindle (here). Please spread the word.

Genworth Update

For those of you with Genworth Long Term Care insurance policies or other Genworth policies, the merger with China Oceanwide has again been extended.  There are still a few remaining regulatory hurdle as Genworth and Oceanwide Extend Merger Agreement. Also: Genworth Financial Announces First Quarter 2019 Results: Net Income Of $174 Million And Adjusted Operating … Read more

Book Give-Aways and Promotions

May is Disability Insurance Awareness Month. Did you know that 3 in 10 workers entering the workforce today will become disabled for some period of time before they retire (Social Security Administration, Fact Sheet, January 31, 2007)? Here’s Ten Things That You Need To Know About Disability Insurance. To Promote Awareness: Insurance Made Easy (here) … Read more

In the news: Inside Sources: America Scores an Average ‘C’ Grade for Financial Literacy Month

Thanks to Kate Patrick for the opportunity to contribute to her story with InsideSources “America Scores an Average ‘C’ Grade for Financial Literacy Month”. Here’s my comments: “We don’t learn personal finance anywhere in school —some schools have very limited financial education — so for those going through the education system, they’re not much they’re … Read more