Once a year, usually in late October or early November, a strange phenomenon occurs that is known as open enrollment. For most employees, open enrollment is where they can practice the fine art of pretending that if you ignore something, it will go away. However, what most employees don’t realize is that in this case, … Read more
Amazing how fast this year has gone by. With the end of the year approaching, there are many financial items that will need addressing including open enrollment for health insurance and employee benefits, retirement contributions, reviewing your budget and end of the year charitable donations and other tax planning items. This makes October the perfect … Read more
Insurance Made Easy: Available for .99 cents through the end of October (Amazon Kindle version (here). Insurance Made Easy covers all types of insurance that you will need to review for your employer open enrollment. Insurance Made Easy provides definitions and breakdowns of coverage options for employer based insurance and individual insurance.
Have you ever wondered what it would be like to receive money that your weren’t expecting? Finding an unexpected $20 in a jacket pocket is always nice, however, what if you found $1,000 or more? It is quite possible that you may have funds available to you, that you are not aware of. States are … Read more
As part of the Sammy Rabbit 1st National Dream Big Read, I was invited to present my insights on kids, money and financial literacy education: Sammy’s Money Memories: Author and Grateful Dead Fan Champions Financial Preparedness
September is time to review your insurance portfolio, according to the GET READY! financial calendar. Download your free financial calendar (here). Reviewing your insurance policies now, will also help you be prepared for open enrollment. Doing so now, will help you make sure that your insurance coverage still meets your needs or if you will … Read more
August is the time to review your estate plan and estate planning documents to make sure they are current. This includes wills, trusts, and advance directives. This is especially important if you have had a major life event such as a marriage, birth of a child or divorce. Consider if beneficiary updates are needed for … Read more
Thank you for your support with the launch of the GET READY! with Tony Steuer Podcast. To celebrate the launch and to promote Financial Preparedness, you can enter to win a free copy of GET READY! On Goodreads (click here) through through August 31, 2019. And, I’m pleased to once again be offering Amazon Kindle … Read more