What are your insurance gaps?

The recent earthquakes in Southern California are a good reminder that a financial service should match your needs and goals. This comes under the GET READY! Principle that You should receive customized service appropriate to your needs and goals. Your potential financial needs should be reviewed for each type of financial product under consideration and take … Read more

Balancing retirement savings with the rest of your financial life

Retirement is not a magical event that happens on its own, nor is it something that is beyond your reach. It does, however, require some thought and savings.  To succeed in your retirement planning, you’ll need to consider your goals and priorities. Most of us are balancing multiple goals including retirement savings, college savings for … Read more

The GET READY! with Tony Steuer Podcast

I’m excited to announce The GET READY! With Tony Steuer podcast  in partnership with Insurance Nerds launching next week. The podcast features conversations with thought leaders across an array of industries regarding innovative concepts to help advisors and businesses better serve their clients while increasing consumer financial preparedness.   My goal is to make the … Read more

The Money Answers Show: Take Control of Your Financial Life

This month, I had the pleasure of of appearing on The Money Answers Show with Jordan Goodman. We discussed these questions: Are you ready to take control of your financial life? Do you have a plan? What are the critical things to track and understand in order to know both your current financial situation and … Read more

Book Give-Aways and Promotions

May is Disability Insurance Awareness Month. Did you know that 3 in 10 workers entering the workforce today will become disabled for some period of time before they retire (Social Security Administration, Fact Sheet, January 31, 2007)? Here’s Ten Things That You Need To Know About Disability Insurance. To Promote Awareness: Insurance Made Easy (here) … Read more

In the news: Inside Sources: America Scores an Average ‘C’ Grade for Financial Literacy Month

Thanks to Kate Patrick for the opportunity to contribute to her story with InsideSources “America Scores an Average ‘C’ Grade for Financial Literacy Month”. Here’s my comments: “We don’t learn personal finance anywhere in school —some schools have very limited financial education — so for those going through the education system, they’re not much they’re … Read more