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

Get Ready Podcast: What’s Going On With Disability Insurance and Long Term Care Insurance

“Work hard & insure your income” Jack Schmitz “Challenge yourself to think about others who’ve had major health issues. You can live through a lot and there’s no need to suffer financially on your road to recovery.” Maxwell Schmitz  In this episode of Get Ready!, I spoke with Jack Schmitz, President of DI & LTC … 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

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

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

Tony Steuer on Creating Your Critical Emergency Action List: Published on Gritdaily

gritdaily.com recently published “Tony Steuer on Creating Your Critical Emergency Action List.  This article covers the steps to take when a disaster hits and you are faced with an evacuation order.  You should start off by creating a Critical Emergency Action List which includes taking stock of your family’s medical concerns, documenting how to access … Read more