Facebook Pixel

Get Ready: Now Available In e-book Format

I’m pleased to announce that Get Ready! is now available in all major e-book formats. In GET READY!, I explain how to organize your financial life with a comprehensive, easy to follow, step-by-step process. After explaining what, exactly, each piece of your financial life is—from bonds and bank accounts to CDs and retirement plans—GET READY! … Read more

Here’s how to take ONE simple step each month of 2020 to keep your finances in order:

You’ve resolved to get a handle on your finances in 2020, but will that determination wane by March? With over 80% of people failing to realize their New Years resolutions, it’s likely that you’ll become overwhelmed with checklists and budget-tracking within just a matter of months.  That’s why I suggest ONE simple action item each … Read more

GET READY For Open Enrollment

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

Time to review your financial first aid kit

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

GET READY for open enrollment with Insurance Made Easy – .99 cent sale

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.