Get Ready: Here’s How and Why to Get Financially Organized Because of Covid-19 (Coronavirus)

Over the last few days, for many us, our lives have been completely changed. My family is under a shelter in place order which includes our son participating in online education. We can only leave for essential needs and the occasional walk provided we remain six feet away from those who we do not reside … Read more

Get Ready with Sam Renick: It’s Never Too Early for Financial Education

“The most important thought, is the idea of paying yourself first or spending less than you earn, however you like to look at it.  It’s an important idea that anyone can take action on.” – Sam Renick In this episode, I spoke with Sam X Renick, founder of the “It’s a Habit!” Company and co-creator … Read more

Insightful Insurance Observations Spring 2020

Last week, I was invited to be a guest lecturer on insurance for a U.C. Berkeley personal finance course. It was a great experience with insightful questions from the students.  Here are some of the issues that we discussed: What are insurance company financial strength ratings? The financial strength of an insurance company is highly … Read more

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