5 Ways Student Loans Affect Your Life

College is a major life event as well as being a pivotal financial event. The decisions made regarding paying for a college education can significantly impact your financial future.  It’s important that you carefully consider all of your options for going to college and balance out priorities. In the blog post, The College Scandal: Why … Read more

The College Scandal: Why You Need to Have a Family Financial Meeting

The college scandal has been surprising and not surprising, at the same time. It raises fundamental issues about the goals and priorities that we set for ourselves and for our children. Communication regarding the financial impact of college among all family members especially including the college student are essential.  Setting up ongoing family financial meetings … Read more

ABC KGO: Seven on Your Side with Michael Finney

Very excited to appear on ABC 7 KGO’s Seven on Your Side with Michael Finney last night (3/13). We discussed GET READY! and how to apply the Marie Kondo principles to managing your financial documents.  We covered the topic of what to keep and for how long.  Check out the interview here: https://abc7news.com/home/clearing-document-clutter-at-home/5190725/ Pick up … Read more

ABC7 News Seven On Your Side with Michael Finney tonight (3/13/2019)

Looking forward to appearing LIVE on ABC7 News Seven On Your Side with Michael Finney tonight (3/13/2019) sometime between 4:20 & 4:30.  We’ll be discussing how to apply the Marie Kondo Principles to your financial documents – what to keep and for how long. You can live-stream in the S.F. Bay Area here: https://abc.go.com/watch-live 

Insurance Industry Financial Health Outlook

A key to monitoring your insurance portfolio is to measure the financial strength ratings for your insurance companies. You can learn more about the various insurance company financial strength rating services on tonysteuer.com. The Federal Insurance Office’s 2018 report provides a detailed description of the U.S. Insurance market including industry statistics and the regulatory environment. … Read more

Financial Makeover – How to Clean Up the Mess You Made with Your Budget

Creating a budget and then following it can be challenging for all of us.  When setting a budget, it’s important to take a look at your overall cash flow. Be realistic about what you will realistically be able to do. You can download a Cash Flow Analysis and Budget Worksheet from GET READY! (here). The … Read more