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
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
Tornados, derechos, wildfires, flooding, heat waves and the ongoing Covid-19 pandemic have made August 2020 into a devastating month. Thousands of Californians have evacuated their homes or are under evacuation orders, many Iowa residents have not had power for a week and more people have been impacted in so many ways. And, if someone is … Read more
This week, I joined Ed Gandia on the High-Income Business Writing Podcast for Episode #228: A 12-Month Financial Action Plan Anyone Can Follow. We discussed: The concept of people taking action on one financial item each month to build a healthier financial life. An overview of each month’s financial task. What to do and why it … Read more
“Estate planning is not just for when you die, having a proper estate plan means that you’re going to be able to keep control over yourself and your person in the event that you’re incapacitated or that you die.” – Chris Hall In this episode of GET READY!, I spoke with Chris Hall, the founder … Read more
Teaching kids about money is a critical life skill. I’m proud to be a sponsor of Sammy Rabbit’s 1st National Dream Big Read Financial Education Initiative to provide financial literacy resources to children. Here’s my interview with Sam X. Renick, co-creator of Sammy Rabbit. This was originally published by Team Sammy Rabbit on September 9, 2019. Learn more … Read more
This week, the IRS released their annual Dirty Dozen of the worst tax scams of the year. Compiled annually, the “Dirty Dozen” lists a variety of common scams that taxpayers may encounter anytime but many of these schemes peak during filing season as people prepare their returns or hire someone to help with their taxes. … Read more
“Be educated about sources of information, because knowledge is power and then live within your means. That to me, goes hand in hand.” – Donna Bandelloni In this episode of GET READY!, I spoke with Donna Bandelloni, who is an authority on Planned Giving. Donna and I discussed the value of having a family financial … Read more