The Four Principles For A Successful Family Financial Meeting:

The Get Ready Financial Calendar action item for June is holding a family financial meeting. The goal of a family financial meeting is to review and communicate goals, priorities and intentions. Here are the four principles for a successful family financial meeting Include all family members.  It’s important to involve all members of the family … Read more

Get Ready! Give-away

Pleased to host a Goodreads give-away for Get Ready: A Step-by-step planner for maintaining your financial first aid kit. Get Ready is all about helping you organize your financial life so that you can be prepared for any financial emergency including any brought on by Covid-19 (coronavirus). (click here to enter the giveaway) Stay well, Tony … 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